Optima Capital LLC Wisdomtree U.S. Smallcap Fund Transaction History

Optima Capital LLC

  • $206 Billion
  • Q3 2025

A detailed history of Optima Capital LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Optima Capital LLC holds 24,231 shares of EES stock, worth $1.32 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
24,231
Previous 24,222 0.04%
Holding current value
$1.32 Million
Previous $1.23 Billion 9.68%
% of portfolio
0.66%
Previous 0.66%

Shares

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

Oct 27, 2025
BUY
$50.48 - $57.12 $454 - $514
9 Added 0.04%
24,231 $1.35 Billion
Q2 2025

Jul 14, 2025
BUY
$42.54 - $50.99 $425 - $509
10 Added 0.04%
24,222 $1.23 Billion
Q1 2025

Jun 12, 2025
BUY
$48.37 - $55.84 $435 - $502
9 Added 0.04%
24,212 $1.18 Billion
Q4 2024

Jun 12, 2025
BUY
$51.33 - $58.78 $1.24 Million - $1.42 Million
24,203 New
24,203 $1.31 Billion

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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