Kmg Fiduciary Partners, LLC Wisdomtree U.S. Smallcap Fund Transaction History
Kmg Fiduciary Partners, LLC
- $1.14 Billion
- Q3 2024
A detailed history of Kmg Fiduciary Partners, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Kmg Fiduciary Partners, LLC holds 9,039 shares of EES stock, worth $471,655. This represents 0.04% of its overall portfolio holdings.
Number of Shares
9,039
Previous 9,010
0.32%
Holding current value
$471,655
Previous $424,000
12.26%
% of portfolio
0.04%
Previous 0.04%
Shares
18 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