Cibc Private Wealth Group, LLC Wisdomtree U.S. Smallcap Fund Transaction History

Cibc Private Wealth Group, LLC

  • $56.1 Billion
  • Q3 2025

A detailed history of Cibc Private Wealth Group, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Cibc Private Wealth Group, LLC holds 10,740 shares of EES stock, worth $587,048. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,740
Previous 10,740 -0.0%
Holding current value
$587,048
Previous $524,000 14.5%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 10, 2023
SELL
$40.17 - $45.19 $3,173 - $3,570
-79 Reduced 0.73%
10,740 $481,000
Q1 2023

Nov 21, 2023
BUY
$41.46 - $49.11 $3,275 - $3,879
79 Added 0.74%
10,819 $467,000
Q1 2023

May 11, 2023
BUY
$41.46 - $49.11 $3,275 - $3,879
79 Added 0.74%
10,819 $467,000
Q4 2022

Jun 01, 2023
SELL
$40.17 - $45.87 $3,173 - $3,623
-79 Reduced 0.73%
10,740 $457,000
Q3 2022

Nov 14, 2022
SELL
$39.17 - $47.72 $39 - $47
-1 Reduced 0.01%
10,740 $421,000
Q1 2022

May 16, 2022
BUY
$46.51 - $52.43 $46 - $52
1 Added 0.01%
10,741 $515,000
Q3 2020

Nov 03, 2020
BUY
$26.86 - $32.12 $288,476 - $344,968
10,740 New
10,740 $321,000
Q3 2020

Oct 29, 2020
SELL
$26.86 - $32.12 $288,476 - $344,968
-10,740 Closed
0 $0
Q1 2018

May 17, 2018
SELL
N/A
-201 Reduced 1.84%
10,740 $384,000
Q4 2017

Feb 12, 2018
BUY
N/A
201 Added 1.87%
10,941 $396,000
Q2 2017

Aug 09, 2017
BUY
N/A
10,740
10,740 $353,000

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
Track This Portfolio

Track Cibc Private Wealth Group, LLC Portfolio

Follow Cibc Private Wealth Group, 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 Cibc Private Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cibc Private Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email