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

Beacon Pointe Advisors, LLC

  • $8.35 Billion
  • Q2 2024

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 6,427 shares of EZM stock, worth $400,080. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,427
Previous 8,627 25.5%
Holding current value
$400,080
Previous $526,000 29.47%
% of portfolio
0.0%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
155
Shares Held
7.42M
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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