Envision Financial LLC Wisdomtree U.S. Smallcap Fund Transaction History

Envision Financial LLC

  • $150 Billion
  • Q2 2025

A detailed history of Envision Financial LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Envision Financial LLC holds 4,632 shares of EES stock, worth $240,122. This represents 0.16% of its overall portfolio holdings.

Number of Shares
4,632
Previous 4,632 -0.0%
Holding current value
$240,122
Previous $226 Million 4.34%
% of portfolio
0.16%
Previous 0.17%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
SELL
$48.37 - $55.84 $47,934 - $55,337
-991 Reduced 17.62%
4,632 $226 Million
Q4 2024

Jan 13, 2025
BUY
$51.33 - $58.78 $288,628 - $330,519
5,623 New
5,623 $303 Million

Others Institutions Holding EES

# of Institutions
151
Shares Held
7.28M
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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