New Edge Wealth, LLC Wisdomtree U.S. Smallcap Fund Transaction History
New Edge Wealth, LLC
- $5.41 Billion
- Q3 2024
A detailed history of New Edge Wealth, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, New Edge Wealth, LLC holds 9,017 shares of EES stock, worth $502,697. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,017Holding current value
$502,697% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding EES
# of Institutions
154Shares Held
7.25MCall Options Held
9.7KPut Options Held
0-
Bank Of America Corp Charlotte, NC890KShares$49.6 Million0.0% of portfolio
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Morgan Stanley New York, NY774KShares$43.2 Million0.0% of portfolio
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Ubs Group Ag745KShares$41.5 Million0.01% of portfolio
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Ameriprise Financial Inc Minneapolis, MN503KShares$28 Million0.01% of portfolio
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Cetera Investment Advisers Schaumburg, IL392KShares$21.8 Million0.05% of portfolio