New Perspectives, Inc Wisdomtree U.S. Smallcap Fund Transaction History
New Perspectives, Inc
- $181 Million
- Q1 2024
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 32,371 shares of EES stock, worth $1.52 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
32,371
Previous 33,101
2.21%
Holding current value
$1.52 Million
Previous $1.41 Million
15.12%
% of portfolio
0.9%
Previous 1.08%
Shares
2 transactions
Others Institutions Holding EES
# of Institutions
145Shares Held
7.77MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY908KShares$42.6 Million0.0% of portfolio
-
Ubs Group Ag818KShares$38.3 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC797KShares$37.4 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN523KShares$24.5 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC521KShares$24.4 Million0.01% of portfolio