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WisdomTree MidCap Earnings Fund shares owned by Lauer Wealth

Quarter-by-quarter ownership of WisdomTree MidCap Earnings Fund (EZM) shares owned by Lauer Wealth from 13F filings

Historical chart of Lauer Wealth investment in WisdomTree MidCap Earnings Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree MidCap Earnings Fund held by Lauer Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree MidCap Earnings Fund by Lauer Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.5M 76k 58.76
2023-12-31 $5.2M 91k 56.97
2023-09-30 $4.5M 90k 49.89
2023-06-30 $4.7M 87k 54.61
2023-03-31 $4.1M 84k 49.41

More positions owned by Lauer Wealth

Wisdomtree Tr Floatng Rat Trea (USFR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Morningstar Valu (ILCV)
Tesla Motors (TSLA)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Wisdomtree Tr Us Midcap Fund (EZM)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Ishares Tr Ishares Biotech (IBB)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)

View all positions for Lauer Wealth

Top funds holding WisdomTree MidCap Earnings Fund

UBS Group
Bank of America Corporation
Branch Banking & Trust Company
Davenport & Co
Morgan Stanley
Eqis Capital Management
Raymond James Financial Services Advisors
Baird Financial
Ieq Capital
Cetera Investment Advisers
HighTower Advisors
Royal Bank of Canada
Private Advisor
LPL Financial
Bsc Private Wealth Management

View all funds holding WisdomTree MidCap Earnings Fund