A detailed history of Raymond James Financial Inc transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Raymond James Financial Inc holds 167,815 shares of EES stock, worth $9.17 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
167,815
Previous 106,755 57.2%
Holding current value
$9.17 Million
Previous $5.44 Million 72.33%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

BUY
$50.48 - $57.12 $3.08 Million - $3.49 Million
61,060 Added 57.2%
167,815 $9.38 Million
Q2 2025

Aug 14, 2025

SELL
$42.54 - $50.99 $23,609 - $28,299
-555 Reduced 0.52%
106,755 $5.44 Million
Q1 2025

May 13, 2025

BUY
$48.37 - $55.84 $541,840 - $625,519
11,202 Added 11.66%
107,310 $5.24 Million
Q4 2024

Feb 06, 2025

BUY
$51.33 - $58.78 $4.93 Million - $5.65 Million
96,108 New
96,108 $5.18 Million

Others Institutions Holding EES

About WISDOMTREE U.S. SMALLCAP FUND


  • Ticker EES
  • Sector ETFs
  • Industry ETFs
More about EES
Track This Portfolio

Track Raymond James Financial Inc Portfolio

Follow Raymond James Financial Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Raymond James Financial Inc, based on Form 13F filings with the SEC.

News

Stay updated on Raymond James Financial Inc with notifications on news.