Cwm, LLC Wisdomtree U.S. Smallcap Fund Transaction History

Cwm, LLC

$24.1 Billion
Q4 2024

A detailed history of Cwm, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Cwm, LLC holds 12,351 shares of EES stock, worth $554,806. This represents 0.0% of its overall portfolio holdings.

Number of Shares

12,351

Holding current value

$554,806

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 04, 2025	BUY	$51.33 - $58.78 $633,976 - $725,991	12,351 New	12,351 $666,000
Q3 2019 Oct 22, 2019	BUY	$35.04 - $36.72 $23,862 - $25,006	681 New	681 $24,000

Others Institutions Holding EES

# of Institutions

162

Shares Held

7.86M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

849K
Shares

$38.1 Million
0.0% of portfolio
Morgan Stanley New York, NY

776K
Shares

$34.9 Million
0.0% of portfolio
Ubs Group Ag

729K
Shares

$32.7 Million
0.01% of portfolio
Essential Planning, Llc. Portsmouth, NH

537K
Shares

$24.1 Million
0.19% of portfolio
Ameriprise Financial Inc Minneapolis, MN

499K
Shares

$22.4 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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