Beacon Pointe Advisors, LLC Wisdomtree U.S. Midcap Fund Transaction History

Beacon Pointe Advisors, LLC

  • $11.3 Billion
  • Q3 2025

A detailed history of Beacon Pointe Advisors, LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 6,825 shares of EZM stock, worth $441,577. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,825
Previous 6,927 1.47%
Holding current value
$441,577
Previous $427,000 5.15%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
SELL
$61.83 - $67.07 $6,306 - $6,841
-102 Reduced 1.47%
6,825 $449,000
Q4 2024

Feb 14, 2025
BUY
$61.21 - $68.19 $30,605 - $34,095
500 Added 7.78%
6,927 $433,000
Q2 2024

Aug 12, 2024
SELL
$56.57 - $60.6 $124,454 - $133,320
-2,200 Reduced 25.5%
6,427 $371,000
Q4 2022

Feb 14, 2023
BUY
$45.28 - $52.03 $4,618 - $5,307
102 Added 1.2%
8,627 $419,000
Q1 2022

May 17, 2022
BUY
$51.5 - $57.18 $439,037 - $487,459
8,525 New
8,525 $466,000

Others Institutions Holding EZM

# of Institutions
165
Shares Held
8.1M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE U.S. MIDCAP FUND

EZM Quotes by TradingView
  • Ticker EZM
  • Sector ETFs
  • Industry ETFs
More about EZM
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