Naples Global Advisors, LLC Wisdomtree U.S. Midcap Fund Transaction History
Naples Global Advisors, LLC
- $1.02 Billion
- Q1 2025
Shares
3 transactions
Others Institutions Holding EZM
# of Institutions
160Shares Held
7.39MCall Options Held
0Put Options Held
457-
Ubs Group Ag628KShares$37.7 Million0.01% of portfolio
-
Davenport & CO LLC596KShares$35.8 Million0.22% of portfolio
-
Bank Of America Corp Charlotte, NC516KShares$30.9 Million0.0% of portfolio
-
Morgan Stanley New York, NY454KShares$27.2 Million0.0% of portfolio
-
Truist Financial Corp434KShares$26.1 Million0.04% of portfolio