LWM
EZM icon

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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.08M Sell
49,798
-3,179
-6% -$196K 2.84% 8
2025
Q1 		$3.16M Sell
52,977
-36,922
-41% -$2.2M 3.28% 6
2024
Q4 		$5.62M Buy
+89,899
New +$5.62M 4.06% 4