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EZMEZM
23 quarters

Position history for Cetera Investment AdvisersCetera Investment Advisers's holdings in WISDOMTREE TR

Yes. Cetera Investment Advisers holds 59,953 shares of EZM, worth $4.5M, as of its Q2 2026 13F filing. It reduced the position by 1,728 shares (-2.8%) from Q1 2026. Cetera Investment Advisers has held EZM since Q2 2023, across 13 quarterly 13F filings.

Current Value

$4.5M

Current Shares

59,953

Total Value Change

+$4.3M

Total Shares Change

+54,925

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
59,953
-2.8%
$4.5M0.0%$75.55
0
2026-Q1
Decreased
61,681
-4.2%
$4.1M0.0%$66.80
0
2025-Q4
Decreased
64,380
-9.7%
$4.3M0.0%$66.21
0
2025-Q3
Increased
71,262
+27.5%
$4.7M0.0%$65.07
33
2025-Q2
Decreased
55,899
-15.2%
$3.5M0.0%$60.77
0
2025-Q1
Decreased
65,948
-12.3%
$3.9M0.0%$58.39
0
2024-Q4
Decreased
75,193
-20.8%
$4.7M0.0%$61.06
0
2024-Q3
Decreased
94,899
-7.7%
$5.9M0.0%$60.69
0
2024-Q2
Decreased
102,767
-46.0%
$5.9M0.0%$56.10
0
2024-Q1
Increased
190,442
+324.3%
$11.6M0.0%$59.04
45
2023-Q4
Increased
44,885
+12.6%
$2.6M0.0%$55.37
29
2023-Q3
Increased
39,862
+2.5%
$2M0.0%$48.76
27
2023-Q2
New
38,877
-
$2.1M0.0%$50.69
36
2021-Q4
Exited
0
-100.0%
$00.0%$52.70
0
2021-Q3
Decreased
4,371
-9.6%
$227,0000.0%$48.58
0
2021-Q2
Decreased
4,837
-25.3%
$253,0000.0%$48.67
0
2021-Q1
Decreased
6,474
-12.8%
$330,0000.0%$47.18
0
2020-Q4
Increased
7,422
+12.6%
$323,0000.0%$40.23
26
2020-Q3
Increased
6,590
+0.1%
$225,0000.0%$31.43
23
2020-Q2
New
6,582
-
$214,0000.0%$29.83
32
2020-Q1
Exited
0
-100.0%
$00.0%$24.10
0
2019-Q4
Increased
5,337
+6.2%
$223,0000.0%$38.11
24
2019-Q3
New
5,028
-
$200,0000.0%$35.56
32

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

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