EES — WISDOMTREE TR

Ownership history in OPTIMA CAPITAL LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which OPTIMA CAPITAL LLC reported a position in WISDOMTREE TR (EES). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.9% (2025 Q1)
Avg. % of fund
0.7%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 24,240 +9 +0.0% 0.60% $1.4M $56.93
2025 Q3 ADDED 24,231 +9 +0.0% 0.66% $1.4M $55.68
2025 Q2 ADDED 24,222 +19 +0.1% 0.66% $1.2M $50.60
2025 Q1 INITIATED 24,203 — — 0.90% $1.3M $48.30
% of Fund (quarterly)    EES price (monthly, adj. close)

Other funds also holding EES

As of 2025 Q4 — sorted by position size

Shore Point Advisors, LLC 3Y 6.35% TopTier Wealth Management, LLC 3.67% Key FInancial Inc 3Y 2.95% Forefront Analytics, LLC 3Y 7Y 0.89% Claris Financial LLC 0.74% Amplius Wealth Advisors, LLC 3Y 0.57% CULBERTSON A N & CO INC 3Y 7Y 0.48% HOWARD WEALTH MANAGEMENT, LLC 3Y 0.48% Insight Advisors, LLC/ PA 3Y 0.47% New Perspectives, Inc 3Y 0.43%
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