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Essential Planning, LLC.

Position in EES — WisdomTree U.S. SmallCap Fund

CIK 1949824 PORTSMOUTH, NH

All Filings in EES

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9 filing rows on record
Report Date Value (USD) Shares
2024-09-30 EES $470,108 8,912
2024-06-30 EES $424,971 9,017
2024-03-31 EES $537,587 10,726
2023-12-31 EES $534,369 10,726
2023-09-30 EES $476,965 11,023
2023-06-30 EES $529,878 11,825
2023-03-31 EES $511,076 11,825
2022-12-31 EES $884,296 20,763
2022-09-30 EES $813,051 20,757