Root Financial Partners, LLC Wisdomtree U.S. Smallcap Fund Transaction History

Root Financial Partners, LLC

  • $1.62 Trillion
  • Q3 2025

A detailed history of Root Financial Partners, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Root Financial Partners, LLC holds 567 shares of EES stock, worth $30,992. This represents 0.0% of its overall portfolio holdings.

Number of Shares
567
Holding current value
$30,992
% of portfolio
0.0%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
BUY
$50.48 - $57.12 $28,622 - $32,387
567 New
567 $31.7 Million

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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