Wellington Shields Capital Management, LLC Wisdomtree U.S. Smallcap Fund Transaction History
Wellington Shields Capital Management, LLC
- $521 Million
- Q1 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 18,160 shares of EES stock, worth $852,612. This represents 0.17% of its overall portfolio holdings.
Number of Shares
18,160
Previous 18,160
-0.0%
Holding current value
$852,612
Previous $904,000
0.66%
% of portfolio
0.17%
Previous 0.11%
Shares
1 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