Envestnet Portfolio Solutions
EZM icon

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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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.