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

Envision Financial LLC

  • $133 Billion
  • Q1 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 12,382 shares of EZM stock, worth $702,307. This represents 0.56% of its overall portfolio holdings.

Number of Shares
12,382
Previous 13,645 9.26%
Holding current value
$702,307
Previous $853 Million 13.48%
% of portfolio
0.56%
Previous 0.68%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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
  • Ticker EZM
  • Sector ETFs
  • Industry ETFs
More about EZM
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