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WisdomTree MidCap Earnings Fund shares owned by LifePlan Financial

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

Historical chart of LifePlan Financial investment in WisdomTree MidCap Earnings Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Earnings Fund by LifePlan Financial

Quarter filed Position value Share count Share price at filing
2020-09-30 $325k 9.5k 34.23
2020-06-30 $312k 9.6k 32.58
2020-03-31 $222k 8.4k 26.43
2019-12-31 $701k 17k 42.08
2019-09-30 $654k 17k 39.45
2019-06-30 $1.3M 32k 39.99
2019-03-31 $1.5M 37k 39.33
2018-12-31 $2.9M 85k 34.29
2018-09-30 $4.3M 104k 41.36
2018-06-30 $4.1M 103k 40.17
2018-03-31 $4.0M 103k 38.68