Re Dickinson Investment Advisors, LLC Wisdomtree U.S. Smallcap Fund Transaction History
Re Dickinson Investment Advisors, LLC
- $172 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding EES
# of Institutions
157Shares Held
7.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC890KShares$48.5 Million0.0% of portfolio
-
Morgan Stanley New York, NY774KShares$42.2 Million0.0% of portfolio
-
Ubs Group Ag745KShares$40.6 Million0.01% of portfolio
-
Essential Planning, Llc. Portsmouth, NH537KShares$29.3 Million0.19% of portfolio
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Ameriprise Financial Inc Minneapolis, MN503KShares$27.4 Million0.01% of portfolio