Tyler Stone Wealth Management Wisdomtree U.S. Smallcap Fund Transaction History
Tyler Stone Wealth Management
- $510 Million
- Q3 2024
A detailed history of Tyler Stone Wealth Management transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Tyler Stone Wealth Management holds 17,127 shares of EES stock, worth $923,145. This represents 0.18% of its overall portfolio holdings.
Number of Shares
17,127
Previous 8,899
92.46%
Holding current value
$923,145
Previous $419,000
115.51%
% of portfolio
0.18%
Previous 0.18%
Shares
11 transactions
Others Institutions Holding EES
# of Institutions
153Shares Held
7.2MCall Options Held
9.7KPut Options Held
0-
Bank Of America Corp Charlotte, NC890KShares$48 Million0.0% of portfolio
-
Morgan Stanley New York, NY774KShares$41.7 Million0.0% of portfolio
-
Ubs Group Ag745KShares$40.1 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN503KShares$27.1 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL392KShares$21.1 Million0.05% of portfolio