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WisdomTree MidCap Earnings Fund shares owned by Align Financial

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

Historical chart of Align Financial investment in WisdomTree MidCap Earnings Fund

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All positions including WisdomTree MidCap Earnings Fund held by Align 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 Align Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $209k 3.1k 67.22

More positions owned by Align Financial

Avantis U.s. Equity Etf Etf (AVUS)
Avantis International Equity Etf Etf (AVDE)
Fidelity Blue Chip Growth Etf Etf (FBCG)
Avantis Core Fixed Income Etf Etf (AVIG)
Vanguard Value Etf Etf (VTV)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Small-cap Etf Etf (VB)
Avantis All Equity Markets Etf Etf (AVGE)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Apple Stock (AAPL)
Fidelity Total Bond Etf Etf (FBND)
Vanguard Total Bond Market Etf Etf (BND)
Avantis Core Municipal Fixed Income Etf Etf (AVMU)
Dimensional U.s. Equity Market Etf Etf (DFUS)

View all positions for Align Financial

Top funds holding WisdomTree MidCap Earnings Fund

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

View all funds holding WisdomTree MidCap Earnings Fund