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EZMEZM
31 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in WISDOMTREE TR

LPL Financial LLC holds 446,533 shares of EZM (WISDOMTREE TR), worth $33.8M as of 2026-Q2. The position was increased (+4.0% shares). EZM represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$33.8M

Current Shares

446,533

Total Value Change

+$28.6M

Total Shares Change

+293,142

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
446,533
+4.0%
$33.8M0.0%$75.78
30
2026-Q1
Increased
429,148
+72.0%
$28.8M0.0%$70.02
43
2025-Q4
Decreased
249,475
-74.3%
$16.7M0.0%$67.36
0
2025-Q3
Increased
970,247
+396.5%
$63.9M0.0%$65.61
48
2025-Q2
Decreased
195,415
-1.8%
$12.1M0.0%$61.34
0
2025-Q1
Decreased
198,964
-75.3%
$11.9M0.0%$58.63
0
2024-Q4
Increased
804,153
+536.6%
$50.3M0.0%$61.27
47
2024-Q3
Increased
126,328
+5.4%
$7.9M0.0%$61.15
29
2024-Q2
Decreased
119,857
-22.6%
$6.9M0.0%$56.60
0
2024-Q1
Decreased
154,832
-61.8%
$9.4M0.0%$59.57
0
2023-Q4
Increased
405,788
+247.9%
$23.3M0.0%$55.86
46
2023-Q3
Increased
116,638
+1.3%
$5.9M0.0%$49.20
27
2023-Q2
Decreased
115,173
-4.8%
$6.1M0.0%$50.91
0
2023-Q1
Increased
120,934
+16.1%
$6M0.0%$46.98
31
2022-Q4
Increased
104,178
+4.6%
$5.1M0.0%$46.67
28
2022-Q3
Decreased
99,580
-21.5%
$4.4M0.0%$42.26
0
2022-Q2
Decreased
126,916
-80.3%
$5.8M0.0%$44.23
0
2022-Q1
Decreased
644,318
-3.4%
$35.2M0.0%$52.60
0
2021-Q4
Increased
667,059
+371.0%
$37.5M0.0%$53.12
47
2021-Q3
Increased
141,636
+8.2%
$7.4M0.0%$49.92
30
2021-Q2
Increased
130,915
+8.2%
$6.9M0.0%$48.91
30
2021-Q1
Decreased
120,973
-5.3%
$6.2M0.0%$47.66
0
2020-Q4
Increased
127,758
+4.1%
$5.6M0.0%$40.56
28
2020-Q3
Decreased
122,708
-7.2%
$4.2M0.0%$31.41
0
2020-Q2
Increased
132,242
+10.8%
$4.3M0.0%$29.74
30
2020-Q1
Decreased
119,348
-12.6%
$3.2M0.0%$24.59
0
2019-Q4
Increased
136,567
+4.5%
$5.7M0.0%$38.42
28
2019-Q3
Decreased
130,703
-4.9%
$5.2M0.0%$35.70
0
2019-Q2
Decreased
137,437
-11.4%
$5.5M0.0%$36.22
0
2019-Q1
Increased
155,136
+1.1%
$6.1M0.0%$35.51
27
2018-Q4
New
153,391
-
$5.3M0.0%$30.63
37

Other major holders of EZM: Steward Partners Investment Advisory, LLC, TRUIST FINANCIAL CORP, DAVENPORT & Co LLC, UBS Group AG

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