Beacon Pointe Advisors, LLC
Position in EZM — WisdomTree U.S. MidCap Fund
CIK 1744317
NEWPORT BEACH, CA
All Filings in EZM
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 EZM | $465,632 | 6,927 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 EZM | $455,910 | 6,825 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 EZM | $449,835 | 6,825 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 EZM | $427,880 | 6,927 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 EZM | $412,849 | 6,927 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 EZM | $433,006 | 6,927 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 EZM | $400,659 | 6,427 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 EZM | $371,416 | 6,427 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 EZM | $526,419 | 8,627 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 EZM | $495,103 | 8,627 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 EZM | $437,733 | 8,627 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 EZM | $456,713 | 8,627 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 EZM | $429,106 | 8,627 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 EZM | $419,444 | 8,627 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 EZM | $374,929 | 8,525 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 EZM | $391,894 | 8,525 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 EZM | $466,147 | 8,525 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||