Alpha Omega Wealth Management LLC Wisdomtree U.S. Smallcap Fund Transaction History
Alpha Omega Wealth Management LLC
- $510 Million
- Q1 2025
Shares
4 transactions
Others Institutions Holding EES
# of Institutions
157Shares Held
7.64MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC811KShares$40.6 Million0.0% of portfolio
-
Morgan Stanley New York, NY750KShares$37.5 Million0.0% of portfolio
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Ubs Group Ag734KShares$36.7 Million0.01% of portfolio
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Ameriprise Financial Inc Minneapolis, MN489KShares$24.5 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC475KShares$23.8 Million0.01% of portfolio