Warren Averett Asset Management, LLC Wisdomtree U.S. Smallcap Fund Transaction History

Warren Averett Asset Management, LLC

  • $9.72 Billion
  • Q3 2025

A detailed history of Warren Averett Asset Management, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 79,265 shares of EES stock, worth $4.33 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
79,265
Previous 79,765 0.63%
Holding current value
$4.33 Million
Previous $4.06 Million 8.96%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 14, 2025
SELL
$50.48 - $57.12 $25,240 - $28,560
-500 Reduced 0.63%
79,265 $4.43 Million
Q1 2025

May 15, 2025
SELL
$48.37 - $55.84 $9,674 - $11,168
-200 Reduced 0.25%
79,765 $3.9 Million
Q4 2024

Feb 14, 2025
BUY
$51.33 - $58.78 $4.1 Million - $4.7 Million
79,965 New
79,965 $4.31 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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