Envision Financial LLC Wisdomtree U.S. Midcap Fund Transaction History

Envision Financial LLC

  • $189 Billion
  • Q4 2025

A detailed history of Envision Financial LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Envision Financial LLC holds 9,046 shares of EZM stock, worth $585,276. This represents 0.32% of its overall portfolio holdings.

Number of Shares
9,046
Previous 9,035 0.12%
Holding current value
$585,276
Previous $596 Million 1.47%
% of portfolio
0.32%
Previous 0.34%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
BUY
$63.24 - $66.46 $695 - $731
11 Added 0.12%
9,046 $604 Million
Q3 2025

Oct 10, 2025
SELL
$61.83 - $67.07 $207,686 - $225,288
-3,359 Reduced 27.1%
9,035 $596 Million
Q2 2025

Jul 10, 2025
BUY
$51.81 - $61.79 $621 - $741
12 Added 0.1%
12,394 $766 Million
Q1 2025

Apr 22, 2025
SELL
$58.11 - $65.29 $73,392 - $82,461
-1,263 Reduced 9.26%
12,382 $738 Million
Q4 2024

Jan 13, 2025
BUY
$61.21 - $68.19 $835,210 - $930,452
13,645 New
13,645 $853 Million

Others Institutions Holding EZM

# of Institutions
165
Shares Held
8.14M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE U.S. MIDCAP FUND

EZM Quotes by TradingView
  • Ticker EZM
  • Sector ETFs
  • Industry ETFs
More about EZM
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