Rothschild Investment LLC Wisdomtree U.S. Smallcap Fund Transaction History

Rothschild Investment LLC

  • $1.77 Trillion
  • Q3 2025

A detailed history of Rothschild Investment LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Rothschild Investment LLC holds 1,400 shares of EES stock, worth $76,524. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,400
Previous 1,400 -0.0%
Holding current value
$76,524
Previous $71.3 Million 9.64%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
BUY
$45.98 - $49.63 $64,371 - $69,482
1,400 New
1,400 $66 Million
Q1 2024

Jul 31, 2024
SELL
$46.41 - $50.12 $13,922 - $15,036
-300 Reduced 17.65%
1,400 $70.2 Million
Q4 2023

Jul 31, 2024
BUY
$40.06 - $50.69 $12,018 - $15,207
300 Added 21.43%
1,700 $84.7 Million

Others Institutions Holding EES

# of Institutions
159
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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