Envestnet Asset Management Inc Wisdomtree U.S. Midcap Fund Transaction History

Envestnet Asset Management Inc

  • $299 Billion
  • Q1 2025

A detailed history of Envestnet Asset Management Inc transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Envestnet Asset Management Inc holds 92,397 shares of EZM stock, worth $5.24 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
92,397
Previous 117,758 21.54%
Holding current value
$5.24 Million
Previous $7.36 Million 25.2%
% of portfolio
0.0%
Previous 0.0%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
SELL
$58.11 - $65.29 $1.47 Million - $1.66 Million
-25,361 Reduced 21.54%
92,397 $5.51 Million
Q4 2024

Feb 12, 2025
SELL
$61.21 - $68.19 $274,282 - $305,559
-4,481 Reduced 3.67%
117,758 $7.36 Million
Q3 2024

Nov 06, 2024
SELL
$56.83 - $62.44 $383,602 - $421,470
-6,750 Reduced 5.23%
122,239 $7.62 Million
Q2 2024

Aug 08, 2024
SELL
$56.57 - $60.6 $346,434 - $371,114
-6,124 Reduced 4.53%
128,989 $7.45 Million
Q1 2024

May 13, 2024
SELL
$55.25 - $61.02 $484,211 - $534,779
-8,764 Reduced 6.09%
135,113 $8.24 Million
Q4 2023

Feb 13, 2024
SELL
$47.01 - $57.98 $356,288 - $439,430
-7,579 Reduced 5.0%
143,877 $8.26 Million
Q3 2023

Nov 13, 2023
SELL
$49.88 - $55.46 $1.86 Million - $2.07 Million
-37,248 Reduced 19.74%
151,456 $7.68 Million
Q2 2023

Aug 04, 2023
SELL
$47.28 - $52.94 $798,417 - $893,997
-16,887 Reduced 8.21%
188,704 $9.99 Million
Q1 2023

May 11, 2023
SELL
$47.09 - $55.78 $460,069 - $544,970
-9,770 Reduced 4.54%
205,591 $10.2 Million
Q4 2022

Feb 07, 2023
SELL
$45.28 - $52.03 $383,431 - $440,590
-8,468 Reduced 3.78%
215,361 $10.5 Million
Q3 2022

Nov 10, 2022
BUY
$43.88 - $52.9 $945,043 - $1.14 Million
21,537 Added 10.65%
223,829 $9.84 Million
Q2 2022

Aug 03, 2022
SELL
$45.15 - $55.11 $590,697 - $721,004
-13,083 Reduced 6.07%
202,292 $9.3 Million
Q1 2022

May 04, 2022
SELL
$51.5 - $57.18 $263,422 - $292,475
-5,115 Reduced 2.32%
215,375 $11.8 Million
Q4 2021

Feb 04, 2022
SELL
$52.62 - $57.03 $265,152 - $287,374
-5,039 Reduced 2.23%
220,490 $12.4 Million
Q3 2021

Oct 07, 2021
SELL
$49.81 - $54.23 $6.45 Million - $7.02 Million
-129,533 Reduced 36.48%
225,529 $11.7 Million
Q2 2021

Aug 04, 2021
SELL
$50.97 - $54.49 $7.2 Million - $7.69 Million
-141,200 Reduced 28.45%
355,062 $18.6 Million
Q1 2021

May 04, 2021
SELL
$42.79 - $52.29 $2.83 Million - $3.46 Million
-66,157 Reduced 11.76%
496,262 $25.3 Million
Q4 2020

Feb 02, 2021
SELL
$34.56 - $43.66 $4.51 Million - $5.69 Million
-130,406 Reduced 18.82%
562,419 $24.4 Million
Q3 2020

Oct 09, 2020
SELL
$31.23 - $36.34 $1.01 Million - $1.18 Million
-32,336 Reduced 4.46%
692,825 $23.7 Million
Q2 2020

Jul 08, 2020
SELL
$24.14 - $37.04 $2.56 Million - $3.93 Million
-106,116 Reduced 12.77%
725,161 $23.6 Million
Q1 2020

Apr 23, 2020
BUY
$22.51 - $42.68 $1.14 Million - $2.16 Million
50,694 Added 6.49%
831,277 $22 Million
Q4 2019

Feb 11, 2020
SELL
$37.75 - $42.41 $3.14 Million - $3.53 Million
-83,301 Reduced 9.64%
780,583 $32.9 Million
Q3 2019

Oct 17, 2019
SELL
$39.14 - $40.36 $459,699 - $474,028
-11,745 Reduced 1.34%
863,884 $34.1 Million
Q2 2019

Aug 02, 2019
SELL
N/A
-6,898 Reduced 0.78%
875,629 $35 Million
Q1 2019

May 10, 2019
BUY
N/A
125,646 Added 16.6%
882,527 $34.7 Million
Q4 2018

Feb 13, 2019
BUY
N/A
236,383 Added 45.41%
756,881 $26 Million
Q3 2018

Nov 14, 2018
BUY
N/A
6,167 Added 1.2%
520,498 $21.5 Million
Q2 2018

Aug 10, 2018
SELL
N/A
-18,823 Reduced 3.53%
514,331 $20.7 Million
Q1 2018

May 09, 2018
BUY
N/A
7,171 Added 1.36%
533,154 $20.4 Million
Q4 2017

Feb 20, 2018
SELL
N/A
-5,144 Reduced 0.97%
525,983 $20.9 Million
Q3 2017

Nov 13, 2017
BUY
N/A
10,284 Added 1.97%
531,127 $19.8 Million
Q2 2017

Aug 14, 2017
BUY
N/A
520,843
520,843 $18.6 Million

Others Institutions Holding EZM

# of Institutions
162
Shares Held
8.32M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE U.S. MIDCAP FUND

EZM Quotes by TradingView
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