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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
2025-06-30 $223k 3.6k 61.77
2025-03-31 $215k 3.6k 59.60
2024-09-30 $274k 4.4k 62.34
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)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Mcp Etf (IJH)
First Tr Exchange-traded SHS (FVD)
First Tr Exchange-traded SHS (FDL)
Ishares Tr Core S&p500 Etf (IVV)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
AFLAC Incorporated (AFL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Home Depot (HD)
Spdr Gold Tr Gold Shs (GLD)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Apple (AAPL)

View all positions for BlueChip Wealth Advisors

Top funds holding WisdomTree MidCap Earnings Fund

LPL Financial
UBS Group
Davenport & Co
Branch Banking & Trust Company
Baird Financial
Eqis Capital Management
Ieq Capital
Consolidated Planning Corp
Bsc Private Wealth Management
Private Advisor
HighTower Advisors
Raymond James Financial
Jpmorgan Chase & Co
Steward Partners Investment Advisory
Wells Fargo & Company

View all funds holding WisdomTree MidCap Earnings Fund