Sky Oak Wealth, LLC Wisdomtree U.S. Smallcap Fund Transaction History
Sky Oak Wealth, LLC
- $454 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding EES
# of Institutions
157Shares Held
7.64MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC811KShares$40.3 Million0.0% of portfolio
-
Morgan Stanley New York, NY750KShares$37.2 Million0.0% of portfolio
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Ubs Group Ag734KShares$36.4 Million0.01% of portfolio
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Ameriprise Financial Inc Minneapolis, MN489KShares$24.3 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC475KShares$23.6 Million0.01% of portfolio