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EZM icon

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
Q2 		$2.69M Sell
35,976
-902
-2% -$65.3K 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

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Lauer Wealth's EZM Position: Q2 2026 in Review

Lauer Wealth reduced its WisdomTree US MidCap Fund (EZM) stake by 2.4% in Q2 2026, selling an estimated $65.3K and leaving 35,976 shares worth $2.69M. The position accounts for 1.62% of the portfolio, ranked #15.

Lauer Wealth first reported a position in EZM in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.16M in Q4 2023. 186 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

  • Lauer Wealth held 35,976 shares of WisdomTree US MidCap Fund worth $2.69M as of Q2 2026.
  • Lauer Wealth sold 902 WisdomTree US MidCap Fund shares in Q2 2026, an estimated $65.3K.
  • WisdomTree US MidCap Fund made up 1.62% of Lauer Wealth's portfolio in Q2 2026, its #15 holding.
  • Lauer Wealth first reported a position in WisdomTree US MidCap Fund in Q1 2023 and has held it in 14 quarters since.
  • Lauer Wealth's WisdomTree US MidCap Fund position peaked at $5.16M in Q4 2023.
  • 186 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Lauer Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.