Lauer Wealth’s WisdomTree US MidCap Fund EZM Stock Holding History

Lauer Wealth’s Portfolio EZM Stock Details EZM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.58M	Sell	35,590 -386	-1%	-$29.1K	1.61%	12
2026 Q2	$2.69M	Sell	35,976 -902	-2%	-$65.4K	1.62%	15
2026 Q1	$2.57M	Buy	36,878 +464	+1%	+$32.1K	2.05%	11
2025 Q4	$2.52M	Sell	36,414 -191	-0.5%	-$12.6K	1.87%	11
2025 Q3	$2.39M	Buy	36,605 +1,113	+3%	+$71.9K	1.71%	11
2025 Q2	$2.21M	Sell	35,492 -42,534	-55%	-$2.5M	1.83%	12
2025 Q1	$4.48M	Buy	78,026 +2,546	+3%	+$159K	3.45%	10
2024 Q4	$4.72M	Buy	75,480 +2,183	+3%	+$140K	3.15%	9
2024 Q3	$4.55M	Sell	73,297 -81	-0.1%	-$4.86K	3.51%	9
2024 Q2	$4.34M	Sell	73,378 -2,555	-3%	-$150K	3.42%	9
2024 Q1	$4.46M	Sell	75,933 -14,604	-16%	-$839K	3.88%	10
2023 Q4	$5.16M	Buy	90,537 +967	+1%	+$50K	4.78%	9
2023 Q3	$4.47M	Buy	89,570 +2,701	+3%	+$144K	4.82%	10
2023 Q2	$4.74M	Buy	86,869 +3,040	+4%	+$151K	4.9%	8
2023 Q1	$4.14M	Buy	+83,829	New	+$4.33M	5.18%	7

Other funds holding EZM

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Provident Wealth Management Brentwood, Tennessee $282M AUM 14.55% 1-Year Est. Return

TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return

Roan Capital Partners Johnson City, Tennessee $137M AUM

CANC

Culbertson A N & Co Charlottesville, Virginia $861M AUM 19.73% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Lionshead Wealth Management New York $148M AUM 20.05% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Lauer Wealth's EZM Position: Q3 2026 in Review

Lauer Wealth reduced its WisdomTree US MidCap Fund (EZM) stake by 1.1% in Q3 2026, selling an estimated $29.1K and leaving 35,590 shares worth $2.58M. The position accounts for 1.61% of the portfolio, ranked #12.

Lauer Wealth first reported a position in EZM in Q1 2023 and has held it in 15 quarters since. The position peaked at $5.16M in Q4 2023. 47 funds tracked by Wall St. Rank hold EZM as of Q3 2026.

Lauer Wealth held 35,590 shares of WisdomTree US MidCap Fund worth $2.58M as of Q3 2026.
Lauer Wealth sold 386 WisdomTree US MidCap Fund shares in Q3 2026, an estimated $29.1K.
WisdomTree US MidCap Fund made up 1.61% of Lauer Wealth's portfolio in Q3 2026, its #12 holding.
Lauer Wealth first reported a position in WisdomTree US MidCap Fund in Q1 2023 and has held it in 15 quarters since.
Lauer Wealth's WisdomTree US MidCap Fund position peaked at $5.16M in Q4 2023.
47 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2026.

Based on Lauer Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.