Defined Financial Planning LLC Wisdomtree U.S. Smallcap Fund Transaction History
Defined Financial Planning LLC
- $113 Billion
- Q2 2025
A detailed history of Defined Financial Planning LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Defined Financial Planning LLC holds 38,586 shares of EES stock, worth $2 Million. This represents 1.77% of its overall portfolio holdings.
Number of Shares
38,586
Previous 32,829
17.54%
Holding current value
$2 Million
Previous $1.61 Billion
24.09%
% of portfolio
1.77%
Previous 1.63%
Shares
3 transactions
Others Institutions Holding EES
# of Institutions
151Shares Held
7.28MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC769KShares$39.9 Million0.0% of portfolio
-
Morgan Stanley New York, NY726KShares$37.7 Million0.0% of portfolio
-
Ubs Group Ag720KShares$37.3 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC511KShares$26.5 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN489KShares$25.3 Million0.01% of portfolio