Wilson & Boucher Capital Management, LLC Wisdomtree U.S. Smallcap Fund Transaction History
Wilson & Boucher Capital Management, LLC
- $152 Billion
- Q3 2025
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 $295,164. This represents 0.2% of its overall portfolio holdings.
Number of Shares
5,400
Previous 5,400
-0.0%
Holding current value
$295,164
Previous $275 Million
9.64%
% of portfolio
0.2%
Previous 0.19%
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
-
Ubs Group Ag731KShares$40 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC561KShares$30.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC551KShares$30.1 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN468KShares$25.6 Million0.01% of portfolio