Cresset Asset Management, LLC Wisdomtree U.S. Smallcap Fund Transaction History
Cresset Asset Management, LLC
- $17.3 Billion
- Q4 2024
A detailed history of Cresset Asset Management, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Cresset Asset Management, LLC holds 7,728 shares of EES stock, worth $409,043. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7,728
Previous 15,456
50.0%
Holding current value
$409,043
Previous $815,000
48.96%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding EES
# of Institutions
164Shares Held
7.89MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC849KShares$44.9 Million0.0% of portfolio
-
Morgan Stanley New York, NY776KShares$41.1 Million0.0% of portfolio
-
Ubs Group Ag729KShares$38.6 Million0.01% of portfolio
-
Essential Planning, Llc. Portsmouth, NH537KShares$28.4 Million0.19% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN499KShares$26.4 Million0.01% of portfolio