Lauer Wealth, LLC Wisdomtree U.S. Midcap Fund Transaction History

Lauer Wealth, LLC

$130 Billion
Q1 2025

A detailed history of Lauer Wealth, LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Lauer Wealth, LLC holds 78,026 shares of EZM stock, worth $4.43 Million. This represents 3.45% of its overall portfolio holdings.

Number of Shares

78,026

Previous 75,480 3.37%

Holding current value

$4.43 Million

Previous $4.72 Billion 4.95%

% of portfolio

3.45%

Previous 3.15%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$58.11 - $65.29 $147,948 - $166,228	2,546 Added 3.37%	78,026 $4.48 Billion
Q4 2024 Jan 14, 2025	BUY	$61.21 - $68.19 $133,621 - $148,858	2,183 Added 2.98%	75,480 $4.72 Billion
Q3 2024 Oct 24, 2024	SELL	$56.83 - $62.44 $4,603 - $5,057	-81 Reduced 0.11%	73,297 $4.55 Billion
Q2 2024 Jul 16, 2024	SELL	$56.57 - $60.6 $144,536 - $154,833	-2,555 Reduced 3.36%	73,378 $4.34 Billion
Q1 2024 Apr 16, 2024	SELL	$55.25 - $61.02 $806,871 - $891,136	-14,604 Reduced 16.13%	75,933 $4.46 Billion
Q4 2023 Jan 29, 2024	BUY	$47.01 - $57.98 $45,458 - $56,066	967 Added 1.08%	90,537 $5.16 Billion
Q3 2023 Oct 17, 2023	BUY	$49.88 - $55.46 $134,725 - $149,797	2,701 Added 3.11%	89,570 $4.47 Billion
Q2 2023 Aug 03, 2023	BUY	$47.28 - $52.94 $143,731 - $160,937	3,040 Added 3.63%	86,869 $4.74 Billion
Q1 2023 May 12, 2023	BUY	$47.09 - $55.78 $3.95 Million - $4.68 Million	83,829 New	83,829 $4.14 Billion

Others Institutions Holding EZM

# of Institutions

162

Shares Held

8.32M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE U.S. MIDCAP FUND

Ticker EZM
Sector ETFs
Industry ETFs

More about EZM

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