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WisdomTree MidCap Earnings Fund shares owned by Acorn Wealth Advisors

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

Historical chart of Acorn Wealth Advisors investment in WisdomTree MidCap Earnings Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Earnings Fund by Acorn Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $297k 3.9k 75.79
2018-06-30 $63k 1.6k 40.15
2018-03-31 $61k 1.6k 39.00
2017-12-31 $63k 1.6k 40.36

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View all positions for Acorn Wealth Advisors

Top funds holding WisdomTree MidCap Earnings Fund

Davenport & Co
UBS Group
Bank of America Corporation
Branch Banking & Trust Company
Morgan Stanley
LPL Financial
Baird Financial
Eqis Capital Management
Consolidated Planning Corp
Ieq Capital
Bsc Private Wealth Management
Private Advisor
Royal Bank of Canada
Wells Fargo & Company
HighTower Advisors

View all funds holding WisdomTree MidCap Earnings Fund