New Perspectives, Inc Wisdomtree U.S. Smallcap Fund Transaction History
New Perspectives, Inc
- $187 Million
- Q1 2025
A detailed history of New Perspectives, Inc transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, New Perspectives, Inc holds 30,948 shares of EES stock, worth $1.44 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
30,948
Previous 30,940
0.03%
Holding current value
$1.44 Million
Previous $1.67 Million
9.41%
% of portfolio
0.81%
Previous 0.9%
Shares
6 transactions
Others Institutions Holding EES
# of Institutions
160Shares Held
7.83MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC849KShares$39.4 Million0.0% of portfolio
-
Morgan Stanley New York, NY776KShares$36 Million0.0% of portfolio
-
Ubs Group Ag729KShares$33.9 Million0.01% of portfolio
-
Essential Planning, Llc. Portsmouth, NH537KShares$24.9 Million0.19% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN499KShares$23.2 Million0.01% of portfolio