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WisdomTree MidCap Earnings Fund shares owned by Coastal Investment Advisors

Quarter-by-quarter ownership of WisdomTree MidCap Earnings Fund (EZM) shares owned by Coastal Investment Advisors from 13F filings

Historical chart of Coastal Investment Advisors investment in WisdomTree MidCap Earnings Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Earnings Fund by Coastal Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $43k 700 61.02
2022-12-31 $34k 700 48.62
2022-09-30 $31k 700 44.29

More positions owned by Coastal Investment Advisors

Apple (AAPL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl C (GOOG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Meta Platforms Cl A (META)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
American Express Company (AXP)
Select Sector Spdr Tr Technology (XLK)
Procter & Gamble Company (PG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Albemarle Corporation (ALB)
Alphabet Cap Stk Cl A (GOOGL)
Select Sector Spdr Tr Financial (XLF)

View all positions for Coastal Investment Advisors

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
Private Advisor
Great Point Wealth Advisors
Bsc Private Wealth Management
Consolidated Planning Corp
Jpmorgan Chase & Co
Wells Fargo & Company
Royal Bank of Canada

View all funds holding WisdomTree MidCap Earnings Fund