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

Lauer Wealth, LLC

  • $115 Billion
  • Q1 2024

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 75,933 shares of EZM stock, worth $4.36 Million. This represents 3.88% of its overall portfolio holdings.

Number of Shares
75,933
Previous 90,537 16.13%
Holding current value
$4.36 Million
Previous $5.16 Billion 13.5%
% of portfolio
3.88%
Previous 4.78%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
159
Shares Held
7.89M
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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