Wealthquest Corp Wisdomtree U.S. Smallcap Fund Transaction History
Wealthquest Corp
- $948 Million
- Q4 2024
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$43 Million0.0% of portfolio
-
Morgan Stanley New York, NY776KShares$39.2 Million0.0% of portfolio
-
Ubs Group Ag729KShares$36.9 Million0.01% of portfolio
-
Essential Planning, Llc. Portsmouth, NH537KShares$27.2 Million0.19% of portfolio
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Ameriprise Financial Inc Minneapolis, MN499KShares$25.3 Million0.01% of portfolio