Uhlmann Price Securities, LLC Wisdomtree U.S. Smallcap Fund Transaction History

Uhlmann Price Securities, LLC

  • $169 Billion
  • Q4 2025

A detailed history of Uhlmann Price Securities, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Uhlmann Price Securities, LLC holds 5,239 shares of EES stock, worth $286,363. This represents 0.18% of its overall portfolio holdings.

Number of Shares
5,239
Previous 5,222 0.33%
Holding current value
$286,363
Previous $292 Million 2.24%
% of portfolio
0.18%
Previous 0.18%

Shares

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

Jan 12, 2026
BUY
$53.25 - $56.36 $905 - $958
17 Added 0.33%
5,239 $298 Million
Q3 2025

Nov 06, 2025
BUY
$50.48 - $57.12 $32,054 - $36,271
635 Added 13.84%
5,222 $292 Million
Q2 2025

Jul 29, 2025
SELL
$42.54 - $50.99 $10,337 - $12,390
-243 Reduced 5.03%
4,587 $234 Million
Q1 2025

Jul 16, 2025
BUY
$48.37 - $55.84 $233,627 - $269,707
4,830 New
4,830 $236 Million

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 Uhlmann Price Securities, LLC Portfolio

Follow Uhlmann Price Securities, 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 Uhlmann Price Securities, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Uhlmann Price Securities, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email