Beacon Pointe Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $428K | Hold |
6,927
| – | – | ﹤0.01% | 914 |
|
|
2025
Q1 | $413K | Hold |
6,927
| – | – | ﹤0.01% | 896 |
|
|
2024
Q4 | $433K | Buy |
6,927
+500
| +8% | +$31.3K | ﹤0.01% | 864 |
|
|
2024
Q3 | $401K | Hold |
6,427
| – | – | ﹤0.01% | 915 |
|
|
2024
Q2 | $371K | Sell |
6,427
-2,200
| -26% | -$127K | ﹤0.01% | 968 |
|
|
2024
Q1 | $526K | Hold |
8,627
| – | – | 0.01% | 888 |
|
|
2023
Q4 | $495K | Hold |
8,627
| – | – | 0.01% | 899 |
|
|
2023
Q3 | $438K | Hold |
8,627
| – | – | 0.01% | 918 |
|
|
2023
Q2 | $457K | Hold |
8,627
| – | – | 0.01% | 734 |
|
|
2023
Q1 | $429K | Hold |
8,627
| – | – | 0.01% | 813 |
|
|
2022
Q4 | $419K | Buy |
8,627
+102
| +1% | +$4.96K | 0.01% | 749 |
|
|
2022
Q3 | $375K | Hold |
8,525
| – | – | 0.01% | 736 |
|
|
2022
Q2 | $392K | Hold |
8,525
| – | – | 0.01% | 730 |
|
|
2022
Q1 | $466K | Buy |
+8,525
| New | +$466K | 0.01% | 823 |
|