Abound Wealth Management Wisdomtree U.S. Smallcap Fund Transaction History

Abound Wealth Management

  • $427 Billion
  • Q4 2025

A detailed history of Abound Wealth Management transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Abound Wealth Management holds 84 shares of EES stock, worth $4,591. This represents 0.0% of its overall portfolio holdings.

Number of Shares
84
Previous 166 49.4%
Holding current value
$4,591
Previous $9.28 Million 48.43%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
SELL
$53.25 - $56.36 $4,366 - $4,621
-82 Reduced 49.4%
84 $4.78 Million
Q3 2025

Oct 10, 2025
BUY
$50.48 - $57.12 $8,379 - $9,481
166 New
166 $9.28 Million

Others Institutions Holding EES

# of Institutions
160
Shares Held
7.09M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE U.S. SMALLCAP FUND

EES Quotes by TradingView
  • Ticker EES
  • Sector ETFs
  • Industry ETFs
More about EES
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