Oxler Private Wealth LLC Wisdomtree U.S. Smallcap Fund Transaction History
Oxler Private Wealth LLC
- $269 Million
- Q3 2024
A detailed history of Oxler Private Wealth LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Oxler Private Wealth LLC holds 15,507 shares of EES stock, worth $809,155. This represents 0.3% of its overall portfolio holdings.
Number of Shares
15,507
Previous 16,037
3.3%
Holding current value
$809,155
Previous $755,000
8.21%
% of portfolio
0.3%
Previous 0.3%
Shares
16 transactions
Others Institutions Holding EES
# of Institutions
149Shares Held
7.29MCall Options Held
9.7KPut Options Held
0-
Morgan Stanley New York, NY815KShares$42.5 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC802KShares$41.9 Million0.0% of portfolio
-
Ubs Group Ag688KShares$35.9 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN487KShares$25.4 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL389KShares$20.3 Million0.04% of portfolio