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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

Yes. Envestnet holds 84,755 shares of EZM, worth $6.4M, as of its Q2 2026 13F filing. It increased the position by 395 shares (+0.5%) from Q1 2026. Envestnet has held EZM in every 13F on record since Q4 2018, 31 quarterly filings.

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%$75.55
27
2026-Q1
Decreased
84,360
-1.8%
$5.7M0.0%$66.80
0
2025-Q4
Decreased
85,936
-0.3%
$5.7M0.0%$66.21
0
2025-Q3
Decreased
86,224
-5.2%
$5.7M0.0%$65.07
0
2025-Q2
Decreased
90,911
-1.6%
$5.6M0.0%$60.77
0
2025-Q1
Decreased
92,397
-21.5%
$5.5M0.0%$58.39
0
2024-Q4
Decreased
117,758
-3.7%
$7.4M0.0%$61.06
0
2024-Q3
Decreased
122,239
-5.2%
$7.6M0.0%$60.69
0

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

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