Signature Estate & Investment Advisors LLC Wisdomtree U.S. Smallcap Fund Transaction History

Signature Estate & Investment Advisors LLC

$3.53 Billion
Q1 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2018 Feb 01, 2019	SELL	N/A	-15,573 Closed	0 $0
Q3 2018 Oct 18, 2018	SELL	N/A	-2,610 Reduced 14.35%	15,573 $620,000
Q2 2018 Jul 24, 2018	BUY	N/A	18,183 New	18,183 $704,000

Others Institutions Holding EES

# of Institutions

145

Shares Held

7.77M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

908K
Shares

$42.6 Million
0.0% of portfolio
Ubs Group Ag

818K
Shares

$38.3 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

797K
Shares

$37.4 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

523K
Shares

$24.5 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

521K
Shares

$24.4 Million
0.01% of portfolio

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About WISDOMTREE U.S. SMALLCAP FUND

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