Envision Financial LLC Wisdomtree U.S. Smallcap Fund Transaction History

Envision Financial LLC

  • $125 Billion
  • Q4 2024

A detailed history of Envision Financial LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Envision Financial LLC holds 5,623 shares of EES stock, worth $297,625. This represents 0.24% of its overall portfolio holdings.

Number of Shares
5,623
Holding current value
$297,625
% of portfolio
0.24%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
$51.33 - $58.78 $288,628 - $330,519
5,623 New
5,623 $303 Million

Others Institutions Holding EES

# of Institutions
164
Shares Held
7.89M
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
Track This Portfolio

Track Envision Financial LLC Portfolio

Follow Envision Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Envision Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Envision Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email