Beacon Pointe Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $428K | Hold |
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|
2025
Q1 | $413K | Hold |
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|
2024
Q4 | $433K | Buy |
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|
2024
Q3 | $401K | Hold |
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|
2024
Q2 | $371K | Sell |
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|
2024
Q1 | $526K | Hold |
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|
2023
Q4 | $495K | Hold |
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|
2023
Q3 | $438K | Hold |
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|
2023
Q2 | $457K | Hold |
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|
2023
Q1 | $429K | Hold |
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|
2022
Q4 | $419K | Buy |
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|
2022
Q3 | $375K | Hold |
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|
2022
Q2 | $392K | Hold |
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|
2022
Q1 | $466K | Buy |
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