Financial Architects, Inc Wisdomtree U.S. Smallcap Fund Transaction History
Financial Architects, Inc
- $657 Million
- Q2 2023
Shares
6 transactions
Others Institutions Holding EES
# of Institutions
163Shares Held
7.88MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC849KShares$46.6 Million0.0% of portfolio
-
Morgan Stanley New York, NY776KShares$42.5 Million0.0% of portfolio
-
Ubs Group Ag729KShares$40 Million0.01% of portfolio
-
Essential Planning, Llc. Portsmouth, NH537KShares$29.4 Million0.19% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN499KShares$27.4 Million0.01% of portfolio