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EZMEZM
Showing 8 of 31 quarters

Position history for ENVESTNET ASSET MANAGEMENT INCENVESTNET ASSET MANAGEMENT INC's holdings in WISDOMTREE TR

ENVESTNET ASSET MANAGEMENT INC holds 84,755 shares of EZM (WISDOMTREE TR), worth $6.4M as of 2026-Q2. The position was increased (+0.5% shares). EZM represents 0.0% of ENVESTNET ASSET MANAGEMENT INC's portfolio.

Current Value

$6.4M

Current Shares

84,755

Total Value Change

-$1.2M

Total Shares Change

-37,484

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
84,755
+0.5%
$6.4M0.0%$75.78
27
2026-Q1
Decreased
84,360
-1.8%
$5.7M0.0%$70.02
0
2025-Q4
Decreased
85,936
-0.3%
$5.7M0.0%$67.36
0
2025-Q3
Decreased
86,224
-5.2%
$5.7M0.0%$65.61
0
2025-Q2
Decreased
90,911
-1.6%
$5.6M0.0%$61.34
0
2025-Q1
Decreased
92,397
-21.5%
$5.5M0.0%$58.63
0
2024-Q4
Decreased
117,758
-3.7%
$7.4M0.0%$61.27
0
2024-Q3
Decreased
122,239
-5.2%
$7.6M0.0%$61.15
0

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

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