Clearstead Advisors, LLC Wisdomtree U.S. Smallcap Fund Transaction History
Clearstead Advisors, LLC
- $6.94 Billion
- Q2 2025
A detailed history of Clearstead Advisors, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Clearstead Advisors, LLC holds 751 shares of EES stock, worth $38,931. This represents 0.0% of its overall portfolio holdings.
Number of Shares
751Holding current value
$38,931% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding EES
# of Institutions
154Shares Held
7.63MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC811KShares$42.1 Million0.0% of portfolio
-
Morgan Stanley New York, NY750KShares$38.9 Million0.0% of portfolio
-
Ubs Group Ag734KShares$38 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN489KShares$25.4 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC475KShares$24.6 Million0.01% of portfolio