Concurrent Investment Advisors, LLC Wisdomtree U.S. Smallcap Fund Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 11,246 shares of EES stock, worth $614,706. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,246
Previous 14,478 22.32%
Holding current value
$614,706
Previous $738 Million 14.84%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 27, 2025
SELL
$50.48 - $57.12 $163,151 - $184,611
-3,232 Reduced 22.32%
11,246 $628 Million
Q2 2025

Jul 25, 2025
BUY
$42.54 - $50.99 $135,447 - $162,352
3,184 Added 28.19%
14,478 $738 Million
Q1 2025

Apr 29, 2025
BUY
$48.37 - $55.84 $546,290 - $630,656
11,294 New
11,294 $552 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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