Envestnet Portfolio Solutions’s WisdomTree US MidCap Fund EZM Stock Holding History

Envestnet Portfolio Solutions’s Portfolio EZM Stock Details EZM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-5,851	Closed	-$366K	–	1621
2024 Q4	$366K	Buy	5,851 +494	+9%	+$31.6K	﹤0.01%	1396
2024 Q3	$334K	Sell	5,357 -268	-5%	-$16.1K	﹤0.01%	1388
2024 Q2	$325K	Buy	5,625 +555	+11%	+$32.5K	﹤0.01%	1344
2024 Q1	$309K	Sell	5,070 -502	-9%	-$28.8K	﹤0.01%	1339
2023 Q4	$320K	Sell	5,572 -92	-2%	-$4.75K	﹤0.01%	1264
2023 Q3	$287K	Buy	+5,664	New	+$302K	﹤0.01%	1249

Other funds holding EZM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Portfolio Solutions's EZM Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of WisdomTree US MidCap Fund (EZM) in Q1 2025, closing a stake of 5,851 shares — an estimated $366K sold.

Envestnet Portfolio Solutions first reported a position in EZM in Q3 2023 and held it in 6 quarters. The position peaked at $366K in Q4 2024. 140 funds tracked by Wall St. Rank hold EZM as of Q1 2025.

Envestnet Portfolio Solutions reported no remaining WisdomTree US MidCap Fund position as of Q1 2025 after selling out during the quarter.
Envestnet Portfolio Solutions sold 5,851 WisdomTree US MidCap Fund shares in Q1 2025, an estimated $366K.
Envestnet Portfolio Solutions first reported a position in WisdomTree US MidCap Fund in Q3 2023 and held it in 6 quarters.
Envestnet Portfolio Solutions's WisdomTree US MidCap Fund position peaked at $366K in Q4 2024.
140 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.