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

ENVESTNET ASSET MANAGEMENT INC holds 76,053 shares of WTMF (WISDOMTREE TR), worth $3.1M as of 2026-Q2. The position was increased (+13.6% shares). WTMF represents 0.0% of ENVESTNET ASSET MANAGEMENT INC's portfolio.

Current Value

$3.1M

Current Shares

76,053

Total Value Change

+$1.7M

Total Shares Change

+36,215

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
76,053
+13.6%
$3.1M0.0%$40.85
30
2026-Q1
Increased
66,925
+12.3%
$2.7M0.0%$39.32
29
2025-Q4
Decreased
59,593
-29.9%
$2.3M0.0%$38.27
0
2025-Q3
Increased
85,050
+10.0%
$3.2M0.0%$36.76
29
2025-Q2
Increased
77,289
+37.9%
$2.7M0.0%$34.33
34
2025-Q1
Increased
56,052
+215.4%
$1.9M0.0%$33.31
42
2024-Q4
Decreased
17,769
-55.4%
$620,6700.0%$33.71
0
2024-Q3
Decreased
39,838
-14.0%
$1.4M0.0%$33.36
0

Other major holders of WTMF: MORGAN STANLEY

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