Western Wealth Management, LLC Wisdomtree U.S. Midcap Fund Transaction History
Western Wealth Management, LLC
- $1.27 Billion
- Q1 2024
A detailed history of Western Wealth Management, LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Western Wealth Management, LLC holds 16,703 shares of EZM stock, worth $949,231. This represents 0.08% of its overall portfolio holdings.
Number of Shares
16,703
Previous 16,447
1.56%
Holding current value
$949,231
Previous $943,000
8.06%
% of portfolio
0.08%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding EZM
# of Institutions
159Shares Held
7.89MCall Options Held
0Put Options Held
0-
Ubs Group Ag1.09MShares$62.2 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC598KShares$34 Million0.0% of portfolio
-
Truist Financial Corp523KShares$29.7 Million0.05% of portfolio
-
Davenport & CO LLC472KShares$26.8 Million0.18% of portfolio
-
Morgan Stanley New York, NY454KShares$25.8 Million0.0% of portfolio