Lionshead Wealth Management, LLC EZM Holdings History
Lionshead Wealth Management, LLC's WisdomTree U.S. MidCap Fund Holding Summary
As of 2025-03-31, Lionshead Wealth Management, LLC held 52,977.00 shares of WisdomTree U.S. MidCap Fund(EZM), totaling $3.16 Mil. This investment constitutes 3.28% of their stock portfolio, and Lionshead Wealth Management, LLC now holds 0.42% of the outstanding WisdomTree U.S. MidCap Fund(EZM) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $62.45 for 36,922.00 shares. Based on historical transaction data and EZM's current price of $63.57, Lionshead Wealth Management, LLC's estimated gain on his EZM holdings is $-89,898.10, reflecting a -1.56% gain to date.
Lionshead Wealth Management, LLC EZM ($63.57) Holding Chart
Lionshead Wealth Management, LLC EZM ($63.57) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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