EF
EZM icon

Envision Financial’s WisdomTree US MidCap Fund EZM Stock Holding History

Envision Financial’s Portfolio EZM Stock Details EZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$766K Buy
12,394
+12
+0.1% +$741 0.51% 29
2025
Q1 		$738K Sell
12,382
-1,263
-9% -$75.3K 0.56% 29
2024
Q4 		$853K Buy
+13,645
New +$853K 0.68% 27