Epic Trust Investment Advisors, LLC Wisdomtree U.S. Smallcap Fund Transaction History
Epic Trust Investment Advisors, LLC
- $84.7 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding EES
# of Institutions
153Shares Held
7.63MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC811KShares$41.9 Million0.0% of portfolio
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Morgan Stanley New York, NY750KShares$38.8 Million0.0% of portfolio
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Ubs Group Ag734KShares$37.9 Million0.01% of portfolio
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Ameriprise Financial Inc Minneapolis, MN489KShares$25.3 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC475KShares$24.5 Million0.01% of portfolio