Clearwater Capital Advisors, LLC Wisdomtree U.S. Midcap Fund Transaction History
Clearwater Capital Advisors, LLC
- $896 Million
- Q2 2024
A detailed history of Clearwater Capital Advisors, LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Clearwater Capital Advisors, LLC holds 153,959 shares of EZM stock, worth $9.47 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
153,959
Previous 154,295
0.22%
Holding current value
$9.47 Million
Previous $9.42 Million
5.5%
% of portfolio
0.99%
Previous 1.06%
Shares
29 transactions
Others Institutions Holding EZM
# of Institutions
155Shares Held
7.42MCall Options Held
0Put Options Held
0-
Ubs Group Ag902KShares$55.5 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC598KShares$36.8 Million0.0% of portfolio
-
Truist Financial Corp498KShares$30.7 Million0.04% of portfolio
-
Davenport & CO LLC492KShares$30.3 Million0.18% of portfolio
-
Morgan Stanley New York, NY459KShares$28.2 Million0.0% of portfolio