Wealth Enhancement Advisory Services, LLC Wisdomtree U.S. Smallcap Fund Transaction History
Wealth Enhancement Advisory Services, LLC
- $37 Billion
- Q1 2024
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 8,467 shares of EES stock, worth $397,525. This represents 0.0% of its overall portfolio holdings.
Number of Shares
8,467
Previous 10,896
22.29%
Holding current value
$397,525
Previous $542,000
21.77%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding EES
# of Institutions
145Shares Held
7.77MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY908KShares$42.6 Million0.0% of portfolio
-
Ubs Group Ag818KShares$38.4 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC797KShares$37.4 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN523KShares$24.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC521KShares$24.4 Million0.01% of portfolio