Cheviot Value Management, LLC Wisdomtree U.S. Smallcap Fund Transaction History
Cheviot Value Management, LLC
- $840 Million
- Q2 2025
A detailed history of Cheviot Value Management, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Cheviot Value Management, LLC holds 199 shares of EES stock, worth $11,006. This represents 0.0% of its overall portfolio holdings.
Number of Shares
199
Previous 199
-0.0%
Holding current value
$11,006
Previous $9,000
11.11%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding EES
# of Institutions
155Shares Held
7.25MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC769KShares$42.5 Million0.0% of portfolio
-
Morgan Stanley New York, NY726KShares$40.2 Million0.0% of portfolio
-
Ubs Group Ag720KShares$39.8 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC511KShares$28.3 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN489KShares$27 Million0.01% of portfolio