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WisdomTree MidCap Earnings Fund shares owned by RVW Wealth

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

Historical chart of RVW Wealth investment in WisdomTree MidCap Earnings Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Earnings Fund by RVW Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 19k 61.02
2023-12-31 $1.2M 20k 57.39
2023-09-30 $1.1M 21k 50.74
2023-06-30 $1.1M 21k 52.94
2023-03-31 $1.1M 22k 49.74
2022-12-31 $1.1M 22k 48.62
2022-09-30 $991k 23k 43.97
2022-06-30 $1.1M 24k 45.96
2022-03-31 $1.4M 25k 54.68
2021-12-31 $1.4M 25k 56.29
2021-09-30 $1000k 27k 37.19
2021-06-30 $2.0M 30k 66.87
2021-03-31 $2.0M 32k 63.33
2020-12-31 $2.0M 53k 37.74
2020-09-30 $1.8M 53k 34.20
2020-06-30 $1.8M 55k 32.59
2020-03-31 $7.3M 277k 26.42
2019-12-31 $32M 761k 42.09
2019-09-30 $30M 751k 39.44
2019-06-30 $33M 825k 40.00
2019-03-31 $31M 796k 39.34

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Dimensional Us Core Equity Markt Etf Us Core Eqt Mkt (DFAU)
Pacer Fds Tr Us Cash Cows 100 Etf Us Cash Cows 100 (COWZ)
Ishares Trust Intl Qlty Factor Etf Msci Intl Qualty (IQLT)
Jp Morgan Etf Trust Us Qualty Fctr Etf Us Qualty Fctr (JQUA)
First Trst Nasdaq Rsng Risng Divd Achiv (RDVY)
Wisdomtree Us Quality Growth Etf Us Quality Grow (QGRW)
American Century Investments I Ntl Eqt Etf Intl Eqt Etf (AVDE)
First Trust Exch Traded Fund 2 Tech Alphadex Etf Tech Alphadex (FXL)
Avantis Us Small Cap Value Etf Us Sml Cp Valu (AVUV)
Dimensional Emerging Core Equity Mkt ETF Emgr Cre Eqt Mng (DFAE)
Ishares Etf Msci Usa Qlt Fct (QUAL)
Spdr Series Trust Portfolio Tl Stk Etf Portfoli S&p1500 (SPTM)

View all positions for RVW Wealth

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