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EZMEZM
Showing 8 of 21 quarters

Position history for IEQ CAPITAL, LLCIEQ CAPITAL, LLC's holdings in WISDOMTREE TR

IEQ CAPITAL, LLC holds 203,578 shares of EZM (WISDOMTREE TR), worth $15.4M as of 2026-Q2. EZM represents 0.1% of IEQ CAPITAL, LLC's portfolio.

Current Value

$15.4M

Current Shares

203,578

Total Value Change

+$2.6M

Total Shares Change

-1,515

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Unchanged
203,578
0.0%
$15.4M0.1%$75.78
0
2026-Q1
Unchanged
203,578
0.0%
$13.7M0.1%$70.02
0
2025-Q4
Decreased
203,578
-0.7%
$13.6M0.0%$67.36
0
2025-Q3
Unchanged
205,093
0.0%
$13.5M0.0%$65.61
0
2025-Q2
Unchanged
205,093
0.0%
$12.7M0.1%$61.34
0
2025-Q1
Unchanged
205,093
0.0%
$12.2M0.1%$58.63
0
2024-Q4
Unchanged
205,093
0.0%
$12.8M0.1%$61.27
0
2024-Q3
Unchanged
205,093
0.0%
$12.8M0.2%$61.15
0

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

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