Lionshead Wealth Management, LLC Wisdomtree U.S. Midcap Fund Transaction History

Lionshead Wealth Management, LLC

  • $133 Billion
  • Q4 2025

A detailed history of Lionshead Wealth Management, LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Lionshead Wealth Management, LLC holds 43,341 shares of EZM stock, worth $2.8 Million. This represents 2.18% of its overall portfolio holdings.

Number of Shares
43,341
Previous 45,713 5.19%
Holding current value
$2.8 Million
Previous $3.01 Billion 3.91%
% of portfolio
2.18%
Previous 2.39%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 13, 2026
SELL
$63.24 - $66.46 $150,005 - $157,643
-2,372 Reduced 5.19%
43,341 $2.9 Billion
Q3 2025

Oct 10, 2025
SELL
$61.83 - $67.07 $449,133 - $487,196
-7,264 Reduced 13.71%
45,713 $3.01 Billion
Q1 2025

May 14, 2025
SELL
$58.11 - $65.29 $2.15 Million - $2.41 Million
-36,922 Reduced 41.07%
52,977 $3.16 Billion
Q4 2024

Feb 14, 2025
BUY
$61.21 - $68.19 $5.5 Million - $6.13 Million
89,899 New
89,899 $5.62 Billion

Others Institutions Holding EZM

# of Institutions
165
Shares Held
8.14M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE U.S. MIDCAP FUND

EZM Quotes by TradingView
  • Ticker EZM
  • Sector ETFs
  • Industry ETFs
More about EZM
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