Modera Wealth Management, LLC Wisdomtree U.S. Smallcap Fund Transaction History

Modera Wealth Management, LLC

  • $8.27 Billion
  • Q4 2025

A detailed history of Modera Wealth Management, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Modera Wealth Management, LLC holds 7,321 shares of EES stock, worth $400,165. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,321
Previous 6,821 7.33%
Holding current value
$400,165
Previous $381,000 4.99%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 21, 2026
BUY
$53.25 - $56.36 $26,625 - $28,180
500 Added 7.33%
7,321 $400,000
Q3 2023

Nov 30, 2023
SELL
$42.52 - $48.12 $261,923 - $296,419
-6,160 Reduced 47.45%
6,821 $295,000
Q3 2023

Nov 01, 2023
BUY
$42.52 - $48.12 $551,952 - $624,645
12,981 New
12,981 $561,000

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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