MONTAG A & ASSOCIATES INC

Position in EZM — WisdomTree U.S. MidCap Fund

CIK 829407 ATLANTA, GA

Back to EZM Full portfolio

All Filings in EZM

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2025-03-31 EZM	$191,852	3,219	+0.3%	Shares	Sole	2025-05-05
2024-12-31 EZM	$200,594	3,209	+0.3%	Shares	Sole	2025-01-30
2024-09-30 EZM	$199,363	3,198	+0.3%	Shares	Sole	2024-11-05
2024-06-30 EZM	$184,292	3,189	+0.3%	Shares	Sole	2024-07-31
2024-03-31 EZM	$193,982	3,179	+0.3%	Shares	Sole	2024-05-07
2023-12-31 EZM	$181,868	3,169	+0.4%	Shares	Sole	2024-02-07
2023-09-30 EZM	$160,186	3,157	+0.3%	Shares	Sole	2023-11-09
2023-06-30 EZM	$166,549	3,146	+0.4%	Shares	Sole	2023-08-09
2023-03-31 EZM	$155,885	3,134	+0.3%	Shares	Sole	2023-05-11
2022-12-31 EZM	$151,986	3,126	+0.5%	Shares	Sole	2023-02-02
2022-09-30 EZM	$136,821	3,111	+0.5%	Shares	Sole	2022-11-09
2022-06-30 EZM	$142,369	3,097	+0.4%	Shares	Sole	2022-08-10
2022-03-31 EZM	$168,687	3,085	+0.3%	Shares	Sole	2022-05-02
2021-12-31 EZM	$173,173	3,077	+0.2%	Shares	Sole	2022-02-09
2021-09-30 EZM	$159,670	3,070	+0.6%	Shares	Sole	2021-11-08
2021-06-30 EZM	$159,946	3,053	+0.3%	Shares	Sole	2021-08-03
2021-03-31 EZM	$155,030	3,044	+0.0%	Shares	Sole	2021-05-14
2020-12-31 EZM	$132,248	3,043	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.