Lauer Wealth’s WisdomTree US MidCap Fund EZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.39M | Buy |
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|
2025
Q2 | $2.21M | Sell |
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|
2025
Q1 | $4.48M | Buy |
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|
2024
Q4 | $4.72M | Buy |
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|
2024
Q3 | $4.55M | Sell |
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|
2024
Q2 | $4.34M | Sell |
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|
2024
Q1 | $4.46M | Sell |
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|
2023
Q4 | $5.16M | Buy |
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|
2023
Q3 | $4.47M | Buy |
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|
2023
Q2 | $4.74M | Buy |
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|
2023
Q1 | $4.14M | Buy |
|