EZM — WISDOMTREE TR

Ownership history in Advisory Services Network, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in WISDOMTREE TR (EZM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,114 -104 -8.5% 0.00% $73K $65.65
2023 Q4 REDUCED 1,218 -145 -10.6% 0.00% $70K $55.86
2023 Q1 ADDED 1,363 +1,323 +3307.5% 0.00% $68K $47.87
2019 Q3 UNCHANGED 40 — 0% 0.00% $2K $35.88
2019 Q2 INITIATED 40 — — 0.00% $2K —
% of Fund (quarterly)    EZM price (monthly, adj. close)

Other funds also holding EZM

As of 2025 Q4 — sorted by position size

Freedom Investment Management, Inc. 3Y 7Y 5.86% TopTier Wealth Management, LLC 2.76% Westwood Wealth Management 3Y 2.18% Provident Wealth Management, LLC 3Y 1.95% Lauer Wealth, LLC 1.87% CPC Advisors, LLC 3Y 1.72% THEORY FINANCIAL LLC 3Y 1.66% Clearwater Capital Advisors, LLC 3Y 7Y 1.03% Breakwater Capital Group 3Y 0.75% Great Point Wealth Advisors, LLC 3Y 7Y 0.61%
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