Retirement Group, LLC
PensionPosition in EZM — WisdomTree U.S. MidCap Fund
CIK 1740491
SAN DIEGO, CA
All Filings in EZM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2023-03-31 EZM | $24,024 | 483 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 EZM | $23,434 | 482 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 EZM | $21,946 | 499 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 EZM | $23,996 | 522 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 EZM | $28,433 | 520 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 EZM | $29,209 | 519 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 EZM | $26,889 | 517 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 EZM | $26,980 | 515 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 EZM | $26,127 | 513 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 EZM | $22,251 | 512 | Shares | Sole | 2021-02-22 | |
| 2020-09-30 EZM | $17,402 | 509 | Shares | Sole | 2021-11-16 | |
| 2020-06-30 EZM | $16,518 | 507 | Shares | Sole | 2021-09-08 | |
| No filing history on record for this holder in this stock. | ||||||