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

Abound Wealth Management

$399 Billion
Q3 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 166 shares of EES stock, worth $9,181. This represents 0.0% of its overall portfolio holdings.

Number of Shares

166

Holding current value

$9,181

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

155

Shares Held

7.25M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

769K
Shares

$42.5 Million
0.0% of portfolio
Morgan Stanley New York, NY

726K
Shares

$40.2 Million
0.0% of portfolio
Ubs Group Ag

720K
Shares

$39.8 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

511K
Shares

$28.3 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

489K
Shares

$27 Million
0.01% of portfolio

View Full List

About WISDOMTREE U.S. SMALLCAP FUND

Ticker EES
Sector ETFs
Industry ETFs

More about EES

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