Smithbridge Asset Management Inc Wisdomtree U.S. Smallcap Fund Transaction History
Smithbridge Asset Management Inc
- $533 Million
- Q1 2025
A detailed history of Smithbridge Asset Management Inc transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Smithbridge Asset Management Inc holds 43,272 shares of EES stock, worth $2.01 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
43,272
Previous 53,017
18.38%
Holding current value
$2.01 Million
Previous $2.8 Million
24.32%
% of portfolio
0.4%
Previous 0.49%
Shares
25 transactions
Others Institutions Holding EES
# of Institutions
160Shares Held
7.83MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC849KShares$39.4 Million0.0% of portfolio
-
Morgan Stanley New York, NY776KShares$36 Million0.0% of portfolio
-
Ubs Group Ag729KShares$33.9 Million0.01% of portfolio
-
Essential Planning, Llc. Portsmouth, NH537KShares$24.9 Million0.19% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN499KShares$23.2 Million0.01% of portfolio