Wilson & Boucher Capital Management, LLC Wisdomtree U.S. Smallcap Fund Transaction History
Wilson & Boucher Capital Management, LLC
- $131 Billion
- Q2 2024
A detailed history of Wilson & Boucher Capital Management, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Wilson & Boucher Capital Management, LLC holds 5,400 shares of EES stock, worth $282,852. This represents 0.2% of its overall portfolio holdings.
Number of Shares
5,400
Previous 5,400
-0.0%
Holding current value
$282,852
Previous $271 Million
5.97%
% of portfolio
0.2%
Previous 0.21%
Shares
1 transactions
Others Institutions Holding EES
# of Institutions
148Shares Held
7.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY815KShares$42.7 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC802KShares$42 Million0.0% of portfolio
-
Ubs Group Ag688KShares$36 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN487KShares$25.5 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL389KShares$20.4 Million0.04% of portfolio