Kmg Fiduciary Partners, LLC Wisdomtree U.S. Smallcap Fund Transaction History
Kmg Fiduciary Partners, LLC
- $1.17 Billion
- Q4 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 9,154 shares of EES stock, worth $508,230. This represents 0.04% of its overall portfolio holdings.
Number of Shares
9,154
Previous 9,039
1.27%
Holding current value
$508,230
Previous $476,000
3.57%
% of portfolio
0.04%
Previous 0.04%
Shares
19 transactions
Others Institutions Holding EES
# of Institutions
155Shares Held
7.19MCall Options Held
9.7KPut Options Held
0-
Bank Of America Corp Charlotte, NC890KShares$49.4 Million0.0% of portfolio
-
Morgan Stanley New York, NY774KShares$43 Million0.0% of portfolio
-
Ubs Group Ag745KShares$41.3 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN503KShares$27.9 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL392KShares$21.8 Million0.05% of portfolio