Lionshead Wealth Management, LLC Wisdomtree U.S. Midcap Fund Transaction History

Lionshead Wealth Management, LLC

  • $96.3 Billion
  • Q1 2025

A detailed history of Lionshead Wealth Management, LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Lionshead Wealth Management, LLC holds 52,977 shares of EZM stock, worth $3.36 Million. This represents 3.28% of its overall portfolio holdings.

Number of Shares
52,977
Previous 89,899 41.07%
Holding current value
$3.36 Million
Previous $5.62 Billion 43.82%
% of portfolio
3.28%
Previous 4.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$58.11 - $65.29 $2.15 Million - $2.41 Million
-36,922 Reduced 41.07%
52,977 $3.16 Billion
Q4 2024

Feb 14, 2025
BUY
$61.21 - $68.19 $5.5 Million - $6.13 Million
89,899 New
89,899 $5.62 Billion

Others Institutions Holding EZM

# of Institutions
161
Shares Held
7.41M
Call Options Held
0
Put Options Held
457
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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