Rfg Advisory, LLC Wisdomtree U.S. Smallcap Fund Transaction History
Rfg Advisory, LLC
- $3.42 Billion
- Q4 2024
A detailed history of Rfg Advisory, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Rfg Advisory, LLC holds 6,543 shares of EES stock, worth $330,552. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,543
Previous 7,640
14.36%
Holding current value
$330,552
Previous $403,000
12.66%
% of portfolio
0.01%
Previous 0.01%
Shares
10 transactions
Others Institutions Holding EES
# of Institutions
165Shares Held
7.89MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC849KShares$42.9 Million0.0% of portfolio
-
Morgan Stanley New York, NY776KShares$39.2 Million0.0% of portfolio
-
Ubs Group Ag729KShares$36.8 Million0.01% of portfolio
-
Essential Planning, Llc. Portsmouth, NH537KShares$27.1 Million0.19% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN499KShares$25.2 Million0.01% of portfolio