Kestra Advisory Services, LLC
Position in EES — WisdomTree U.S. SmallCap Fund
CIK 1830819
AUSTIN, TX
All Filings in EES
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2023-06-30 EES | $501,603 | 11,194 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 EES | $551,357 | 12,757 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 EES | $20,950,063 | 491,901 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 EES | $18,806,848 | 480,134 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 EES | $1,006,124 | 24,468 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 EES | $1,208,256 | 25,193 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 EES | $2,146,926 | 41,769 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 EES | $1,175,385 | 24,320 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 EES | $948,633 | 19,207 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 EES | $338,530 | 7,145 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 EES | $246,947 | 6,345 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||