LSA
L & S Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Buy |
26,475
+4,896
| +23% | +$302K | 0.16% | 141 |
|
|
2025
Q1 | $1.29M | Buy |
21,579
+1,653
| +8% | +$98.5K | 0.16% | 156 |
|
|
2024
Q4 | $1.25M | Sell |
19,926
-2,569
| -11% | -$161K | 0.14% | 165 |
|
|
2024
Q3 | $1.4M | Buy |
22,495
+249
| +1% | +$15.5K | 0.15% | 159 |
|
|
2024
Q2 | $1.29M | Buy |
22,246
+140
| +0.6% | +$8.09K | 0.15% | 161 |
|
|
2024
Q1 | $1.35M | Buy |
22,106
+206
| +0.9% | +$12.6K | 0.15% | 166 |
|
|
2023
Q4 | $1.26M | Sell |
21,900
-2,331
| -10% | -$134K | 0.15% | 154 |
|
|
2023
Q3 | $1.23M | Sell |
24,231
-1,513
| -6% | -$76.8K | 0.18% | 137 |
|
|
2023
Q2 | $1.36M | Buy |
+25,744
| New | +$1.36M | 0.18% | 122 |
|