Essential Planning, Llc. Wisdomtree U.S. Smallcap Fund Transaction History
Essential Planning, Llc.
- $227 Million
- Q2 2024
A detailed history of Essential Planning, Llc. transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Essential Planning, Llc. holds 9,017 shares of EES stock, worth $470,507. This represents 0.19% of its overall portfolio holdings.
Number of Shares
9,017
Previous 10,726
15.93%
Holding current value
$470,507
Previous $537,000
21.04%
% of portfolio
0.19%
Previous 0.26%
Shares
6 transactions
Others Institutions Holding EES
# of Institutions
149Shares Held
7.29MCall Options Held
9.7KPut Options Held
0-
Morgan Stanley New York, NY815KShares$42.5 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC802KShares$41.9 Million0.0% of portfolio
-
Ubs Group Ag688KShares$35.9 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN487KShares$25.4 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL389KShares$20.3 Million0.04% of portfolio