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WisdomTree MidCap Earnings Fund shares owned by BlueChip Wealth Advisors

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

Historical chart of BlueChip 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 BlueChip 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 BlueChip Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $274k 4.7k 57.79
2024-03-31 $283k 4.6k 61.02
2023-12-31 $267k 4.6k 57.39

More positions owned by BlueChip Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Mcp Etf (IJH)
First Tr Value Line Divid In SHS (FVD)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
First Tr Morningstar Divid L SHS (FDL)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)

View all positions for BlueChip Wealth Advisors

Top funds holding WisdomTree MidCap Earnings Fund

Bank of America Corporation
Davenport & Co
Branch Banking & Trust Company
Morgan Stanley
Eqis Capital Management
Ieq Capital
Private Advisor
HighTower Advisors
Consolidated Planning Corp
Bsc Private Wealth Management
Wells Fargo & Company
LPL Financial
Envestnet Asset Management
Jpmorgan Chase & Co
Cambridge Investment Research Advisors

View all funds holding WisdomTree MidCap Earnings Fund