Klingman & Associates, LLC Wisdomtree U.S. Smallcap Fund Transaction History
Klingman & Associates, LLC
- $1.62 Billion
- Q4 2024
Shares
4 transactions
Others Institutions Holding EES
# of Institutions
165Shares Held
7.89MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC849KShares$42.5 Million0.0% of portfolio
-
Morgan Stanley New York, NY776KShares$38.8 Million0.0% of portfolio
-
Ubs Group Ag729KShares$36.5 Million0.01% of portfolio
-
Essential Planning, Llc. Portsmouth, NH537KShares$26.9 Million0.19% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN499KShares$25 Million0.01% of portfolio