Kingsview Wealth Management, LLC
Position in EZM — WisdomTree U.S. MidCap Fund
CIK 1791965
GRANTS PASS, OR
All Filings in EZM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 EZM | $346,115 | 5,149 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 EZM | $343,953 | 5,149 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 EZM | $332,779 | 5,049 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 EZM | $311,876 | 5,049 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 EZM | $300,920 | 5,049 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 EZM | $315,612 | 5,049 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 EZM | $314,754 | 5,049 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 EZM | $296,636 | 5,133 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 EZM | $314,619 | 5,156 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 EZM | $295,902 | 5,156 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 EZM | $261,615 | 5,156 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 EZM | $272,958 | 5,156 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 EZM | $256,459 | 5,156 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 EZM | $250,684 | 5,156 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 EZM | $226,760 | 5,156 | Shares | Sole | 2022-11-15 | |
| 2022-03-31 EZM | $241,029 | 4,408 | Shares | Sole | 2024-02-08 | |
| 2021-12-31 EZM | $250,446 | 4,450 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 EZM | $1,033,022 | 19,862 | Shares | Sole | 2021-12-03 | |
| 2021-06-30 EZM | $223,181 | 4,260 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||