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WisdomTree MidCap Earnings Fund shares owned by CFG Asset Management

Quarter-by-quarter ownership of WisdomTree MidCap Earnings Fund (EZM) shares owned by CFG Asset Management from 13F filings

Historical chart of CFG Asset Management investment in WisdomTree MidCap Earnings Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Earnings Fund by CFG Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.5M 26k 57.39
2023-09-30 $1.6M 32k 50.74
2023-06-30 $1.7M 32k 52.94
2023-03-31 $1.6M 31k 49.74
2022-12-31 $1.5M 30k 48.62
2022-09-30 $1.3M 29k 44.00
2022-06-30 $1.0M 22k 45.97
2022-03-31 $1.2M 21k 54.66
2021-12-31 $848k 15k 56.25
2021-09-30 $546k 11k 52.05
2021-06-30 $503k 9.6k 52.40
2021-03-31 $446k 8.8k 50.94
2020-12-31 $340k 7.8k 43.45
2020-09-30 $117k 3.4k 34.11
2020-06-30 $68k 2.1k 32.46

More positions owned by CFG Asset Management

Vanguard Total Stock Market Etf Etf (VTI)
Schwab Strategic Tr Us Lrg Cap Etf Etf (SCHX)
Vanguard Ftse All-world Ex-us Etf (VEU)
Spdr S&p 500 Etf Etf (SPY)
Ishares 1-3 Yr Credit Bond Etf Etf (IGSB)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Core S&p Mid Cap Etf Etf (IJH)
Powershares Sp500 Low Volatility Etf Etf (SPLV)
Powershares Dwa Technical Leaders Portfolio Etf (PDP)
Spdr High Yield Bond Etf Etf (JNK)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB)
Ishares Mbs Bond Etf Etf (MBB)
First Trust Nasdaq Semiconductor Etf Etf (FTXL)
First Trust Industrials/producer Durables Alphadex Fund Etf (FXR)

View all positions for CFG Asset Management

Top funds holding WisdomTree MidCap Earnings Fund

UBS Group
Bank of America Corporation
Branch Banking & Trust Company
Davenport & Co
Raymond James Financial Services Advisors
Baird Financial
HighTower Advisors
Ieq Capital
Great Point Wealth Advisors
Bsc Private Wealth Management
Private Advisor
Consolidated Planning Corp
Jpmorgan Chase & Co
Wells Fargo & Company
Royal Bank of Canada

View all funds holding WisdomTree MidCap Earnings Fund