Cheviot Value Management, LLC Wisdomtree U.S. Smallcap Fund Transaction History
Cheviot Value Management, LLC
- $927 Million
- Q3 2025
A detailed history of Cheviot Value Management, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Cheviot Value Management, LLC holds 199 shares of EES stock, worth $10,877. This represents 0.0% of its overall portfolio holdings.
Number of Shares
199
Previous 199
-0.0%
Holding current value
$10,877
Previous $10,000
10.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding EES
# of Institutions
160Shares Held
7.09MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY761KShares$41.6 Million0.0% of portfolio
-
Ubs Group Ag731KShares$40 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC561KShares$30.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC551KShares$30.1 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN468KShares$25.6 Million0.01% of portfolio