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WisdomTree MidCap Earnings Fund shares owned by HPM Partners

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

Historical chart of HPM Partners investment in WisdomTree MidCap Earnings Fund

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

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Quarterly reported holdings in WisdomTree MidCap Earnings Fund by HPM Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $293k 5.1k 57.39
2019-12-31 $379k 9.0k 42.11
2019-09-30 $343k 8.7k 39.43
2019-06-30 $688k 17k 40.00

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View all positions for HPM Partners

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