Columbia River Financial Group, LLC Wisdomtree U.S. Smallcap Fund Transaction History

Columbia River Financial Group, LLC

  • $162 Million
  • Q3 2025

A detailed history of Columbia River Financial Group, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Columbia River Financial Group, LLC holds 9,175 shares of EES stock, worth $501,505. This represents 0.31% of its overall portfolio holdings.

Number of Shares
9,175
Previous 10,080 8.98%
Holding current value
$501,505
Previous $519,000 2.31%
% of portfolio
0.31%
Previous 0.34%

Shares

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

Nov 13, 2025
SELL
$50.48 - $57.12 $45,684 - $51,693
-905 Reduced 8.98%
9,175 $507,000
Q2 2025

Aug 05, 2025
BUY
$42.54 - $50.99 $1,020 - $1,223
24 Added 0.24%
10,080 $519,000
Q1 2025

Apr 29, 2025
SELL
$48.37 - $55.84 $7,981 - $9,213
-165 Reduced 1.61%
10,056 $491,000
Q4 2024

Feb 19, 2025
BUY
$51.33 - $58.78 $524,643 - $600,790
10,221 New
10,221 $551,000

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
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