Claris Financial LLC Wisdomtree U.S. Smallcap Fund Transaction History

Claris Financial LLC

  • $119 Million
  • Q2 2025

A detailed history of Claris Financial LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Claris Financial LLC holds 16,342 shares of EES stock, worth $893,253. This represents 0.7% of its overall portfolio holdings.

Number of Shares
16,342
Previous 24,547 33.43%
Holding current value
$893,253
Previous $1.2 Million 30.55%
% of portfolio
0.7%
Previous 0.85%

Shares

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

Aug 26, 2025
SELL
$42.54 - $50.99 $349,040 - $418,372
-8,205 Reduced 33.43%
16,342 $832,000
Q4 2024

Jun 16, 2025
BUY
$51.33 - $58.78 $1.26 Million - $1.44 Million
24,547 New
24,547 $1.32 Billion

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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