Back to Steward Partners Investment Advisory, LLC Steward Partners Investment Advisory, LLC

EZMEZM
Showing 8 of 29 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in WISDOMTREE TR

Steward Partners Investment Advisory, LLC holds 141,949 shares of EZM (WISDOMTREE TR), worth $10.8M as of 2026-Q2. The position was increased (+35.8% shares). EZM represents 0.1% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$10.8M

Current Shares

141,949

Total Value Change

+$4.5M

Total Shares Change

+40,859

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
141,949
+35.8%
$10.8M0.1%$75.78
36
2026-Q1
Increased
104,497
+0.1%
$7M0.0%$70.02
27
2025-Q4
Decreased
104,366
-14.8%
$7M0.0%$67.36
0
2025-Q3
Increased
122,549
+2.5%
$8.1M0.0%$65.61
28
2025-Q2
Increased
119,509
+14.0%
$7.4M0.1%$61.34
31
2025-Q1
Increased
104,832
+2.8%
$6.2M0.1%$58.63
28
2024-Q4
Increased
102,023
+0.9%
$6.4M0.1%$61.27
27
2024-Q3
Decreased
101,090
-0.7%
$6.3M0.1%$61.15
0

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

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used