WisdomTree MidCap Earnings Fund shares owned by Beacon Pointe Advisors
Quarter-by-quarter ownership of WisdomTree MidCap Earnings Fund (EZM) shares owned by Beacon Pointe Advisors
from 13F filings
Historical chart of Beacon Pointe Advisors investment in WisdomTree MidCap Earnings Fund
Tip: Access up to 7 years of quarterly data
All positions including WisdomTree MidCap Earnings Fund held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in WisdomTree MidCap Earnings Fund by Beacon Pointe Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $450k | 6.8k | 65.91 |
| 2025-06-30 | $428k | 6.9k | 61.77 |
| 2025-03-31 | $413k | 6.9k | 59.60 |
| 2024-12-31 | $433k | 6.9k | 62.51 |
| 2024-09-30 | $401k | 6.4k | 62.34 |
| 2024-06-30 | $371k | 6.4k | 57.79 |
| 2024-03-31 | $526k | 8.6k | 61.02 |
| 2023-12-31 | $495k | 8.6k | 57.39 |
| 2023-09-30 | $438k | 8.6k | 50.74 |
| 2023-06-30 | $457k | 8.6k | 52.94 |
| 2023-03-31 | $429k | 8.6k | 49.74 |
| 2022-12-31 | $419k | 8.6k | 48.62 |
| 2022-09-30 | $375k | 8.5k | 43.99 |
| 2022-06-30 | $392k | 8.5k | 45.98 |
| 2022-03-31 | $466k | 8.5k | 54.66 |
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