Sky Oak Wealth, LLC Wisdomtree U.S. Smallcap Fund Transaction History
Sky Oak Wealth, LLC
- $494 Million
- Q2 2025
Shares
2 transactions
Others Institutions Holding EES
# of Institutions
154Shares Held
7.27MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC769KShares$42.7 Million0.0% of portfolio
-
Morgan Stanley New York, NY726KShares$40.3 Million0.0% of portfolio
-
Ubs Group Ag720KShares$40 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC511KShares$28.3 Million0.01% of portfolio
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Ameriprise Financial Inc Minneapolis, MN489KShares$27.1 Million0.01% of portfolio