Iht Wealth Management, LLC Wisdomtree U.S. Smallcap Fund Transaction History
Iht Wealth Management, LLC
- $3.68 Billion
- Q3 2025
A detailed history of Iht Wealth Management, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Iht Wealth Management, LLC holds 5,362 shares of EES stock, worth $293,086. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,362Holding current value
$293,086% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding EES
# of Institutions
160Shares Held
7.09MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY761KShares$41.6 Million0.0% of portfolio
-
Ubs Group Ag731KShares$40 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC561KShares$30.6 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC551KShares$30.1 Million0.01% of portfolio
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Ameriprise Financial Inc Minneapolis, MN468KShares$25.6 Million0.01% of portfolio