Envestnet Portfolio Solutions, Inc. Wisdomtree U.S. Midcap Fund Transaction History

Envestnet Portfolio Solutions, Inc.

  • $27.8 Billion
  • Q4 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 5,851 shares of EZM stock, worth $375,868. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,851
Previous 5,357 9.22%
Holding current value
$375,868
Previous $333,000 9.61%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$61.21 - $68.19 $30,237 - $33,685
494 Added 9.22%
5,851 $365,000
Q3 2024

Oct 31, 2024
SELL
$56.83 - $62.44 $15,230 - $16,733
-268 Reduced 4.76%
5,357 $333,000
Q2 2024

Jul 16, 2024
BUY
$56.57 - $60.6 $31,396 - $33,633
555 Added 10.95%
5,625 $325,000
Q1 2024

May 06, 2024
SELL
$55.25 - $61.02 $27,735 - $30,632
-502 Reduced 9.01%
5,070 $309,000
Q4 2023

Feb 07, 2024
SELL
$47.01 - $57.98 $4,324 - $5,334
-92 Reduced 1.62%
5,572 $319,000
Q3 2023

Nov 13, 2023
BUY
$49.88 - $55.46 $282,520 - $314,125
5,664 New
5,664 $287,000

Others Institutions Holding EZM

# of Institutions
159
Shares Held
8.42M
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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