Wealthspire Advisors, LLC Wisdomtree U.S. Midcap Fund Transaction History
Wealthspire Advisors, LLC
- $9.93 Billion
- Q4 2024
A detailed history of Wealthspire Advisors, LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 13,194 shares of EZM stock, worth $783,591. This represents 0.01% of its overall portfolio holdings.
Number of Shares
13,194
Previous 6,884
91.66%
Holding current value
$783,591
Previous $429,000
92.07%
% of portfolio
0.01%
Previous 0.0%
Shares
11 transactions
Others Institutions Holding EZM
# of Institutions
159Shares Held
8.4MCall Options Held
0Put Options Held
0-
Ubs Group Ag807KShares$47.9 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC804KShares$47.8 Million0.02% of portfolio
-
Davenport & CO LLC549KShares$32.6 Million0.21% of portfolio
-
Morgan Stanley New York, NY502KShares$29.8 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC492KShares$29.2 Million0.0% of portfolio