Ownership history in Lauer Wealth, LLC Β· 12 quarters on record
This page tracks every 13F SEC filing in which Lauer Wealth, LLC reported a position in WISDOMTREE TR (EZM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Lauer Wealth, LLC underperformed the S&P 500 by β7.9% annually on this EZM position. Timing score: 55% (6/11 decisions correct). Average cost basis: $48.90. Maximum drawdown during holding period: β5.0%.
β Significantly underperformed the S&P 500 by 7.9% ann.
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
6 of 11 add/trim decisions correct
Best entry: $47.87 (2023 Q1) Β· Worst: $65.65 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
7 adds Β· 5 trims. Bought during 2 of 3 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.87% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size