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

Claris Financial LLC

  • $141 Million
  • Q1 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 24,547 shares of EES stock, worth $1.27 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares
24,547
Previous 24,547 -0.0%
Holding current value
$1.27 Million
Previous $1.32 Billion 99.91%
% of portfolio
0.85%
Previous 0.87%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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
Track This Portfolio

Track Claris Financial LLC Portfolio

Follow Claris Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Claris Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email