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

Amplius Wealth Advisors, LLC

  • $851 Million
  • Q3 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 122,285 shares of EES stock, worth $6.68 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
122,285
Previous 144,551 15.4%
Holding current value
$6.68 Million
Previous $7.37 Million 7.25%
% of portfolio
0.8%
Previous 0.75%

Shares

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

Oct 21, 2025
SELL
$50.48 - $57.12 $1.12 Million - $1.27 Million
-22,266 Reduced 15.4%
122,285 $6.83 Million
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
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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