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
2024
Q4 		$366K Buy
2024
Q3 		$334K Sell
2024
Q2 		$325K Buy
2024
Q1 		$309K Sell
2023
Q4 		$320K Sell
2023
Q3 		$287K Buy