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WisdomTree MidCap Earnings Fund shares owned by Life Planning Partners

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

Historical chart of Life Planning Partners investment in WisdomTree MidCap Earnings Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree MidCap Earnings Fund held by Life Planning 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 Life Planning Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.6k 97 57.39
2022-09-30 $4.3k 97 43.98
2022-06-30 $4.0k 97 41.24
2022-03-31 $5.0k 97 51.55

More positions owned by Life Planning Partners

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr Core Total Usd (IUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr National Mun Etf (MUB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)

View all positions for Life Planning 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