Clearstead Advisors, LLC Wisdomtree U.S. Smallcap Fund Transaction History

Clearstead Advisors, LLC

$6.94 Billion
Q2 2025

A detailed history of Clearstead Advisors, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Clearstead Advisors, LLC holds 751 shares of EES stock, worth $41,995. This represents 0.0% of its overall portfolio holdings.

Number of Shares

751

Holding current value

$41,995

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 08, 2025	BUY	$42.54 - $50.99 $31,947 - $38,293	751 New	751 $38,000

Others Institutions Holding EES

# of Institutions

152

Shares Held

7.27M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

769K
Shares

$43 Million
0.0% of portfolio
Morgan Stanley New York, NY

726K
Shares

$40.6 Million
0.0% of portfolio
Ubs Group Ag

720K
Shares

$40.3 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

511K
Shares

$28.6 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

489K
Shares

$27.3 Million
0.01% of portfolio

View Full List

About WISDOMTREE U.S. SMALLCAP FUND

Ticker EES
Sector ETFs
Industry ETFs

More about EES

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Clearstead Advisors, LLC Wisdomtree U.S. Smallcap Fund Transaction History