Oxler Private Wealth LLC Wisdomtree U.S. Midcap Fund Transaction History

Oxler Private Wealth LLC

  • $269 Million
  • Q3 2024

A detailed history of Oxler Private Wealth LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Oxler Private Wealth LLC holds 13,186 shares of EZM stock, worth $827,289. This represents 0.31% of its overall portfolio holdings.

Number of Shares
13,186
Previous 13,645 3.36%
Holding current value
$827,289
Previous $788,000 4.31%
% of portfolio
0.31%
Previous 0.31%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024
SELL
$56.83 - $62.44 $26,084 - $28,659
-459 Reduced 3.36%
13,186 $822,000
Q2 2024

Jul 29, 2024
SELL
$56.57 - $60.6 $38,128 - $40,844
-674 Reduced 4.71%
13,645 $788,000
Q1 2024

Apr 24, 2024
SELL
$55.25 - $61.02 $17,238 - $19,038
-312 Reduced 2.13%
14,319 $873,000
Q4 2023

Feb 09, 2024
SELL
$47.01 - $57.98 $20,214 - $24,931
-430 Reduced 2.86%
14,631 $839,000
Q3 2023

Oct 12, 2023
SELL
$49.88 - $55.46 $25,937 - $28,839
-520 Reduced 3.34%
15,061 $764,000
Q2 2023

Aug 10, 2023
SELL
$47.28 - $52.94 $1.07 Million - $1.2 Million
-22,712 Reduced 59.31%
15,581 $824,000
Q1 2023

May 10, 2023
SELL
$47.09 - $55.78 $12,855 - $15,227
-273 Reduced 0.71%
38,293 $1.9 Million
Q4 2022

Feb 13, 2023
SELL
$45.28 - $52.03 $9,508 - $10,926
-210 Reduced 0.54%
38,566 $1.88 Million
Q3 2022

Nov 15, 2022
SELL
$43.88 - $52.9 $21,676 - $26,132
-494 Reduced 1.26%
38,776 $0
Q2 2022

Aug 15, 2022
BUY
$45.15 - $55.11 $564,736 - $689,315
12,508 Added 46.74%
39,270 $0
Q1 2022

May 16, 2022
BUY
$51.5 - $57.18 $19,827 - $22,014
385 Added 1.46%
26,762 $1.46 Million
Q4 2021

Jan 27, 2022
SELL
$52.62 - $57.03 $11,523 - $12,489
-219 Reduced 0.82%
26,377 $1.48 Million
Q3 2021

Nov 09, 2021
BUY
$49.81 - $54.23 $240,084 - $261,388
4,820 Added 22.13%
26,596 $1.38 Million
Q2 2021

Aug 12, 2021
SELL
$50.97 - $54.49 $23,701 - $25,337
-465 Reduced 2.09%
21,776 $1.14 Million
Q1 2021

May 03, 2021
BUY
$42.79 - $52.29 $218,229 - $266,679
5,100 Added 29.75%
22,241 $1.13 Million
Q4 2020

Feb 16, 2021
BUY
$34.56 - $43.66 $592,392 - $748,376
17,141 New
17,141 $744,000

Others Institutions Holding EZM

# of Institutions
154
Shares Held
7.41M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE U.S. MIDCAP FUND

EZM Quotes by TradingView
  • Ticker EZM
  • Sector ETFs
  • Industry ETFs
More about EZM
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