Steward Partners Investment Advisory, LLC
Position in EZM — WisdomTree U.S. MidCap Fund
CIK 1723397
STAMFORD, CT
All Filings in EZM
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 EZM | $7,024,288 | 104,497 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 EZM | $6,971,648 | 104,366 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 EZM | $8,077,204 | 122,549 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 EZM | $7,382,070 | 119,509 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 EZM | $6,247,987 | 104,832 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 EZM | $6,377,457 | 102,023 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 EZM | $6,301,950 | 101,090 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 EZM | $5,884,929 | 101,833 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 EZM | $6,140,320 | 100,628 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 EZM | $236,905 | 4,128 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 EZM | $199,306 | 3,928 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 EZM | $207,948 | 3,928 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 EZM | $195,378 | 3,928 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 EZM | $181,595 | 3,735 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 EZM | $155,469 | 3,535 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 EZM | $162,503 | 3,535 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 EZM | $231,569 | 4,235 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 EZM | $238,345 | 4,235 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 EZM | $220,262 | 4,235 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 EZM | $159,003 | 3,035 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 EZM | $251,594 | 4,940 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 EZM | $156,456 | 3,600 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 EZM | $123,084 | 3,600 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 EZM | $117,288 | 3,600 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 EZM | $81,902 | 3,100 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||