Certified Advisory Corp Wisdomtree U.S. Smallcap Fund Transaction History
Certified Advisory Corp
- $882 Million
- Q3 2024
Shares
4 transactions
Others Institutions Holding EES
# of Institutions
153Shares Held
7.2MCall Options Held
9.7KPut Options Held
0-
Bank Of America Corp Charlotte, NC890KShares$50.1 Million0.0% of portfolio
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Morgan Stanley New York, NY774KShares$43.6 Million0.0% of portfolio
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Ubs Group Ag745KShares$41.9 Million0.01% of portfolio
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Ameriprise Financial Inc Minneapolis, MN503KShares$28.3 Million0.01% of portfolio
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Cetera Investment Advisers Schaumburg, IL392KShares$22.1 Million0.05% of portfolio