Global Retirement Partners, LLC Wisdomtree U.S. Smallcap Fund Transaction History
Global Retirement Partners, LLC
- $3.15 Billion
- Q2 2024
A detailed history of Global Retirement Partners, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Global Retirement Partners, LLC holds 204,355 shares of EES stock, worth $10.7 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
204,355
Previous 134,191
52.29%
Holding current value
$10.7 Million
Previous $6.73 Million
43.21%
% of portfolio
0.31%
Previous 0.25%
Shares
24 transactions
Others Institutions Holding EES
# of Institutions
148Shares Held
7.4MCall Options Held
0Put 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