Sheets Smith Wealth Management Wisdomtree U.S. Smallcap Fund Transaction History
Sheets Smith Wealth Management
- $802 Million
- Q4 2024
Shares
1 transactions
Others Institutions Holding EES
# of Institutions
155Shares Held
7.14MCall Options Held
9.7KPut Options Held
0-
Bank Of America Corp Charlotte, NC890KShares$49.3 Million0.0% of portfolio
-
Morgan Stanley New York, NY774KShares$42.9 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$21.7 Million0.05% of portfolio