Wellington Shields Capital Management, LLC Wisdomtree U.S. Smallcap Fund Transaction History
Wellington Shields Capital Management, LLC
- $1.23 Billion
- Q4 2024
A detailed history of Wellington Shields Capital Management, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Wellington Shields Capital Management, LLC holds 11,360 shares of EES stock, worth $573,907. This represents 0.05% of its overall portfolio holdings.
Number of Shares
11,360
Previous 17,760
36.04%
Holding current value
$573,907
Previous $936,000
34.62%
% of portfolio
0.05%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding EES
# of Institutions
165Shares Held
7.89MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC849KShares$42.9 Million0.0% of portfolio
-
Morgan Stanley New York, NY776KShares$39.2 Million0.0% of portfolio
-
Ubs Group Ag729KShares$36.8 Million0.01% of portfolio
-
Essential Planning, Llc. Portsmouth, NH537KShares$27.1 Million0.19% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN499KShares$25.2 Million0.01% of portfolio