Lionshead Wealth Management’s WisdomTree US MidCap Fund EZM Stock Holding History

Lionshead Wealth Management’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 Q1	$2.86M	Sell	42,512 -829	-2%	-$57.3K	2.11%	13
2025 Q4	$2.9M	Sell	43,341 -2,372	-5%	-$157K	2.18%	10
2025 Q3	$3.01M	Sell	45,713 -4,085	-8%	-$264K	2.39%	9
2025 Q2	$3.08M	Sell	49,798 -3,179	-6%	-$187K	2.84%	8
2025 Q1	$3.16M	Sell	52,977 -36,922	-41%	-$2.31M	3.28%	6
2024 Q4	$5.62M	Buy	+89,899	New	+$5.76M	4.06%	4

Other funds holding EZM

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

CPC

Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Lionshead Wealth Management's EZM Position: Q1 2026 in Review

Lionshead Wealth Management reduced its WisdomTree US MidCap Fund (EZM) stake by 1.9% in Q1 2026, selling an estimated $57.3K and leaving 42,512 shares worth $2.86M. The position accounts for 2.11% of the portfolio, ranked #13.

Lionshead Wealth Management first reported a position in EZM in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.62M in Q4 2024. 171 funds tracked by Wall St. Rank hold EZM as of Q1 2026.

Lionshead Wealth Management held 42,512 shares of WisdomTree US MidCap Fund worth $2.86M as of Q1 2026.
Lionshead Wealth Management sold 829 WisdomTree US MidCap Fund shares in Q1 2026, an estimated $57.3K.
WisdomTree US MidCap Fund made up 2.11% of Lionshead Wealth Management's portfolio in Q1 2026, its #13 holding.
Lionshead Wealth Management first reported a position in WisdomTree US MidCap Fund in Q4 2024 and has held it in 6 quarters since.
Lionshead Wealth Management's WisdomTree US MidCap Fund position peaked at $5.62M in Q4 2024.
171 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2026.

Based on Lionshead Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.