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

Lauer Wealth, LLC

$135 Billion
Q4 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 36,414 shares of EZM stock, worth $2.36 Million. This represents 1.87% of its overall portfolio holdings.

Number of Shares

36,414

Previous 36,605 0.52%

Holding current value

$2.36 Million

Previous $2.39 Billion 5.31%

% of portfolio

1.87%

Previous 1.71%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	SELL	$63.24 - $66.46 $12,078 - $12,693	-191 Reduced 0.52%	36,414 $2.52 Billion
Q3 2025 Oct 20, 2025	BUY	$61.83 - $67.07 $68,816 - $74,648	1,113 Added 3.14%	36,605 $2.39 Billion
Q2 2025 Aug 12, 2025	SELL	$51.81 - $61.79 $2.2 Million - $2.63 Million	-42,534 Reduced 54.51%	35,492 $2.21 Billion
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

165

Shares Held

8.14M

Call Options Held

Put Options Held

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About WISDOMTREE U.S. MIDCAP FUND

Ticker EZM
Sector ETFs
Industry ETFs

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