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 $835,827. This represents 0.3% of its overall portfolio holdings.
Number of Shares
15,507
Previous 16,037
3.3%
Holding current value
$835,827
Previous $755,000
8.21%
% of portfolio
0.3%
Previous 0.3%
Shares
16 transactions
Others Institutions Holding EES
# of Institutions
153Shares Held
7.2MCall Options Held
9.7KPut Options Held
0-
Bank Of America Corp Charlotte, NC890KShares$48 Million0.0% of portfolio
-
Morgan Stanley New York, NY774KShares$41.7 Million0.0% of portfolio
-
Ubs Group Ag745KShares$40.1 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN503KShares$27.1 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL392KShares$21.1 Million0.05% of portfolio