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WisdomTree MidCap Earnings Fund shares owned by Sound Income Strategies

Quarter-by-quarter ownership of WisdomTree MidCap Earnings Fund (EZM) shares owned by Sound Income Strategies from 13F filings

Historical chart of Sound Income Strategies investment in WisdomTree MidCap Earnings Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Earnings Fund by Sound Income Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $33k 545 61.02
2023-12-31 $31k 545 57.39
2023-09-30 $28k 545 50.74
2023-06-30 $29k 545 52.94

More positions owned by Sound Income Strategies

Hercules Technology Growth Capital (HTGC)
Sixth Street Specialty Lending (TSLX)
Golub Capital BDC (GBDC)
Ares Capital Corporation (ARCC)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Owl Rock Capital Corporation (OBDC)
Pennantpark Floating Rate Capi (PFLT)
Vaneck Vectors Etf Tr Emerging Mkts Hi (HYEM)
Ishares Jp Mrgn Em Hi Bd (EMHY)
First Tr Exchng Traded Fd Vi Tcw Emerging Mkt (EFIX)
Tidal Etf Tr Sound Enhanced (FXED)
Tidal Etf Tr Sound Equity Inm (DIVY)
Lyondellbasell Industries N Shs - A - (LYB)
Omni (OMC)
International Business Machines (IBM)

View all positions for Sound Income Strategies

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