Rfg Advisory, LLC Wisdomtree U.S. Smallcap Fund Transaction History
Rfg Advisory, LLC
- $2.6 Billion
- Q2 2025
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 5,912 shares of EES stock, worth $306,478. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,912
Previous 6,312
6.34%
Holding current value
$306,478
Previous $308,000
2.27%
% of portfolio
0.01%
Previous 0.01%
Shares
12 transactions
Others Institutions Holding EES
# of Institutions
151Shares Held
7.28MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC769KShares$39.9 Million0.0% of portfolio
-
Morgan Stanley New York, NY726KShares$37.7 Million0.0% of portfolio
-
Ubs Group Ag720KShares$37.3 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC511KShares$26.5 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN489KShares$25.3 Million0.01% of portfolio