Oxler Private Wealth LLC Wisdomtree U.S. Midcap Fund Transaction History
Oxler Private Wealth LLC
- $254 Million
- Q2 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 13,645 shares of EZM stock, worth $839,713. This represents 0.31% of its overall portfolio holdings.
Number of Shares
13,645
Previous 14,319
4.71%
Holding current value
$839,713
Previous $873,000
9.74%
% of portfolio
0.31%
Previous 0.36%
Shares
15 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