Atria Investments LLC Wisdomtree U.S. Smallcap Fund Transaction History

Atria Investments LLC

  • $7.93 Billion
  • Q2 2025

A detailed history of Atria Investments LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Atria Investments LLC holds 39,702 shares of EES stock, worth $2.06 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
39,702
Previous 33,562 18.29%
Holding current value
$2.06 Million
Previous $1.64 Million 23.43%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Aug 04, 2025
BUY
$42.54 - $50.99 $261,195 - $313,078
6,140 Added 18.29%
39,702 $2.02 Million
Q1 2025

May 06, 2025
BUY
$48.37 - $55.84 $110,090 - $127,091
2,276 Added 7.27%
33,562 $1.64 Million
Q4 2024

Feb 06, 2025
BUY
$51.33 - $58.78 $13,448 - $15,400
262 Added 0.84%
31,286 $1.69 Million
Q3 2024

Nov 01, 2024
BUY
$46.45 - $53.68 $571,613 - $660,586
12,306 Added 65.74%
31,024 $1.64 Million
Q2 2024

Aug 13, 2024
SELL
$45.98 - $49.63 $1.03 Million - $1.11 Million
-22,338 Reduced 54.41%
18,718 $882,000
Q1 2024

May 21, 2024
BUY
$46.41 - $50.12 $105,118 - $113,521
2,265 Added 5.84%
41,056 $2.06 Million
Q4 2023

Feb 14, 2024
BUY
$40.06 - $50.69 $1.55 Million - $1.97 Million
38,791 New
38,791 $1.93 Million
Q2 2019

Aug 09, 2019
BUY
N/A
399,069 New
399,069 $11,000
Q4 2018

Feb 12, 2019
SELL
N/A
-7,455 Closed
0 $0
Q3 2018

Oct 09, 2018
SELL
N/A
-70,139 Reduced 90.39%
7,455 $297,000
Q2 2018

Jul 13, 2018
BUY
N/A
3,664 Added 4.96%
77,594 $3 Million
Q1 2018

Apr 30, 2018
BUY
N/A
1,625 Added 2.25%
73,930 $2.64 Million
Q4 2017

Jan 16, 2018
SELL
N/A
-3,328 Reduced 4.4%
72,305 $2.62 Million
Q3 2017

Oct 12, 2017
BUY
N/A
75,633
75,633 $2.65 Million

Others Institutions Holding EES

# of Institutions
152
Shares Held
7.5M
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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