Wealthspire Advisors, LLC Wisdomtree U.S. Smallcap Fund Transaction History
Wealthspire Advisors, LLC
- $18.8 Billion
- Q3 2025
A detailed history of Wealthspire Advisors, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 1,314 shares of EES stock, worth $71,823. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,314Holding current value
$71,823% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding EES
# of Institutions
159Shares Held
7.09MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY761KShares$41.6 Million0.0% of portfolio
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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