Sensible Money, LLC EZM — WISDOMTREE TR

Ownership history in Sensible Money, LLC  ·  9 quarters on record

AI Ownership Summary

Sensible Money, LLC reported WISDOMTREE TR (EZM) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.8% in 2024 Q1. The latest visible filing shows EZM at 0.24% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EZM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sensible Money, LLC's position in WISDOMTREE TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EZM was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.8% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EZM stock page Sensible Money, LLC fund profile Sensible Money, LLC full holdings
How Sensible Money, LLC held EZM — position size vs. price
% of Fund (quarterly)    EZM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 11,866 — 0% 0.24% $798K 2026-04-21 $72.47
2025 Q4 UNCHANGED — — — 11,866 — 0% 0.25% $793K 2026-02-09 $71.50
2025 Q3 UNCHANGED — — — 11,866 — 0% 0.27% $782K 2025-11-13 $64.54
2025 Q2 REDUCED — — — 11,866 -180 -1.5% 0.28% $733K 2025-08-05 $62.00
2025 Q1 UNCHANGED — — — 12,046 — 0% 0.31% $718K 2025-05-13 $60.65
2024 Q4 UNCHANGED — — — 12,046 — 0% 0.33% $753K 2025-01-29 $63.68
2024 Q3 UNCHANGED — — — 12,046 — 0% 0.33% $751K 2024-10-16 $62.35
2024 Q2 REDUCED 22.1% +8.2% ❌ 12,046 -3,427 -22.1% 0.34% $696K 2024-09-18 $59.82
2024 Q1 INITIATED — — — 15,473 — — 0.80% $752K 2024-06-25 $56.00

🏢 Other funds also holding EZM

As of 2026 Q1 — sorted by position size

Freedom Investment Management, Inc. 3Y 7Y 5.87% Davidson Kahn Capital Management, LLC 2.89% CPC Advisors, LLC 3Y 2.86% Roan Capital Partners 2.73% THEORY FINANCIAL LLC 3Y 2.11% Lauer Wealth, LLC 2.05% Sylvest Advisors, LLC 2.03% Provident Wealth Management, LLC 3Y 2.02% Breakwater Capital Group 3Y 0.72% Great Point Wealth Advisors, LLC 3Y 7Y 0.61%

FAQ About Sensible Money, LLC and EZM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sensible Money, LLC reported owning EZM?

Sensible Money, LLC reported EZM across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported EZM position in Sensible Money, LLC's portfolio?

The largest reported portfolio weight for EZM was 0.80% in 2024 Q1.

What is the latest reported EZM position on this page?

The most recent filing on this page is 2026 Q1, when Sensible Money, LLC reported 11,866 shares, equal to 0.24% of portfolio, with an estimated market value of $798K.

What does the chart on this EZM ownership page compare?

The chart compares Sensible Money, LLC's quarterly EZM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Sensible Money, LLC time their EZM position?

Based on 13F filing dates vs. subsequent EZM price moves, Sensible Money, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on EZM relative to SPY over the holding period was -1.1%.

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