Amplius Wealth Advisors, LLC Wisdomtree U.S. Smallcap Fund Transaction History

Amplius Wealth Advisors, LLC

  • $985 Million
  • Q2 2025

A detailed history of Amplius Wealth Advisors, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 144,551 shares of EES stock, worth $7.48 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
144,551
Holding current value
$7.48 Million
% of portfolio
0.75%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
BUY
$42.54 - $50.99 $6.15 Million - $7.37 Million
144,551 New
144,551 $7.37 Million
Q2 2022

Jul 21, 2022
SELL
$40.36 - $48.23 $1.15 Million - $1.38 Million
-28,603 Reduced 84.96%
5,065 $208,000
Q1 2022

May 09, 2022
BUY
$46.51 - $52.43 $1.12 Million - $1.27 Million
24,149 Added 253.69%
33,668 $1.61 Million
Q4 2021

Jan 28, 2022
BUY
$49.06 - $53.68 $467,002 - $510,979
9,519 New
9,519 $489,000

Others Institutions Holding EES

# of Institutions
154
Shares Held
7.64M
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
Track This Portfolio

Track Amplius Wealth Advisors, LLC Portfolio

Follow Amplius Wealth Advisors, LLC 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 Amplius Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Amplius Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email