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

Envision Financial LLC

  • $174 Billion
  • Q3 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 9,035 shares of EZM stock, worth $589,714. This represents 0.34% of its overall portfolio holdings.

Number of Shares
9,035
Previous 12,394 27.1%
Holding current value
$589,714
Previous $766 Million 22.21%
% of portfolio
0.34%
Previous 0.51%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
161
Shares Held
7.46M
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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