Cheviot Value Management, LLC Wisdomtree U.S. Smallcap Fund Transaction History

Cheviot Value Management, LLC

$820 Million
Q1 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 $9,804. This represents 0.0% of its overall portfolio holdings.

Number of Shares

199

Holding current value

$9,804

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 08, 2025	BUY	$48.37 - $55.84 $9,625 - $11,112	199 New	199 $9,000

Others Institutions Holding EES

# of Institutions

155

Shares Held

7.59M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

811K
Shares

$40 Million
0.0% of portfolio
Morgan Stanley New York, NY

750K
Shares

$37 Million
0.0% of portfolio
Ubs Group Ag

734K
Shares

$36.2 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

489K
Shares

$24.1 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

475K
Shares

$23.4 Million
0.01% of portfolio

View Full List

About WISDOMTREE U.S. SMALLCAP FUND

Ticker EES
Sector ETFs
Industry ETFs

More about EES

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cheviot Value Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cheviot Value Management, LLC with notifications on news.

Account

Cheviot Value Management, LLC Wisdomtree U.S. Smallcap Fund Transaction History