How many shares of HYZD does ENVESTNET ASSET MANAGEMENT INC own?

As of 2026-Q2, ENVESTNET ASSET MANAGEMENT INC holds 338,740 shares of HYZD (WISDOMTREE TR).

What is ENVESTNET ASSET MANAGEMENT INC's HYZD position worth?

As of 2026-Q2, ENVESTNET ASSET MANAGEMENT INC's HYZD position is worth $7.6M.

Is ENVESTNET ASSET MANAGEMENT INC buying or selling HYZD?

In 2026-Q2, ENVESTNET ASSET MANAGEMENT INC increased their HYZD position (+1.1% change in shares).

When did ENVESTNET ASSET MANAGEMENT INC first buy HYZD?

Based on available 13F filings, ENVESTNET ASSET MANAGEMENT INC first reported a position in HYZD in 2019-Q1. They have held the position across 27 quarters.

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ENVESTNET ASSET MANAGEMENT INC

HYZD
27 quarters

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

Current Value

$7.6M

Current Shares

338,740

Total Value Change

+$7.4M

Total Shares Change

+328,701

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	338,740	+1.1%	$7.6M	0.0%	$22.40	28
2026-Q1	Decreased	335,174	-19.5%	$7.4M	0.0%	$21.58	0
2025-Q4	Increased	416,337	+18.9%	$9.4M	0.0%	$21.78	33
2025-Q3	Increased	350,027	+4.6%	$7.9M	0.0%	$21.40	29
2025-Q2	Decreased	334,693	-32.1%	$7.5M	0.0%	$21.00	0
2025-Q1	Decreased	492,868	-0.6%	$10.8M	0.0%	$20.21	0
2024-Q4	Decreased	495,922	-12.9%	$11M	0.0%	$20.23	0
2024-Q3	Decreased	569,241	-11.8%	$12.6M	0.0%	$19.82	0
2024-Q2	Decreased	645,265	-1.7%	$14.1M	0.0%	$19.26	0
2024-Q1	Increased	656,218	+6.8%	$14.5M	0.0%	$19.12	30
2023-Q4	Decreased	614,280	-11.6%	$13.3M	0.0%	$18.49	0
2023-Q3	Increased	695,030	+7.7%	$14.7M	0.0%	$17.76	30
2023-Q2	Decreased	645,328	-14.1%	$13.6M	0.0%	$17.41	0
2023-Q1	Decreased	751,085	-31.5%	$15.6M	0.0%	$16.96	0
2022-Q4	Increased	1.1M	+32.4%	$22.7M	0.0%	$16.63	36
2022-Q3	Increased	828,933	+2591.9%	$16.7M	0.0%	$15.95	46
2022-Q2	Decreased	30,794	-57.9%	$613,000	0.0%	$15.56	0
2022-Q1	Decreased	73,127	-74.0%	$1.6M	0.0%	$16.94	0
2021-Q4	New	280,748	-	$6.3M	0.0%	$17.03	38
2021-Q1	Exited	0	-100.0%	$0	0.0%	$16.41	0
2020-Q4	New	13,921	-	$304,000	0.0%	$16.03	32
2020-Q2	Exited	0	-100.0%	$0	0.0%	$14.42	0
2020-Q1	Decreased	105,740	-84.8%	$2M	0.0%	$13.20	0
2019-Q4	New	694,951	-	$16.1M	0.0%	$16.13	39
2019-Q3	Exited	0	-100.0%	$0	0.0%	$15.79	0
2019-Q2	Increased	10,880	+8.4%	$254,000	0.0%	$15.79	25
2019-Q1	New	10,039	-	$233,000	0.0%	$15.54	32

Other major holders of HYZD: UBS Group AG, LPL Financial LLC

HYZD27 quarters

HYZD
27 quarters