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WisdomTree MidCap Earnings Fund shares owned by Bsc Private Wealth Management

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

Historical chart of Bsc Private Wealth Management investment in WisdomTree MidCap Earnings Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Earnings Fund by Bsc Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $8.9M 154k 57.79
2024-03-31 $9.4M 154k 61.02
2023-12-31 $8.8M 154k 57.39
2023-09-30 $7.5M 148k 50.74
2023-06-30 $7.8M 148k 52.94
2023-03-31 $7.4M 148k 49.74
2022-12-31 $7.6M 155k 48.62
2022-09-30 $6.8M 154k 43.98
2022-06-30 $6.7M 145k 45.97
2022-03-31 $8.3M 152k 54.68
2021-12-31 $8.5M 151k 56.28
2021-09-30 $7.7M 149k 52.01
2021-06-30 $7.5M 143k 52.39
2021-03-31 $7.1M 140k 50.93
2020-12-31 $6.5M 150k 43.46
2020-09-30 $4.9M 144k 34.19
2020-06-30 $4.6M 142k 32.58
2020-03-31 $3.5M 134k 26.42
2019-12-31 $4.8M 114k 42.09
2019-09-30 $4.6M 117k 39.44
2019-06-30 $4.7M 116k 40.00
2019-03-31 $4.1M 104k 39.34
2018-12-31 $3.3M 97k 34.29
2018-09-30 $3.5M 84k 41.36
2018-06-30 $3.1M 77k 40.17
2018-03-31 $2.7M 71k 38.68
2017-12-31 $2.8M 71k 39.68
2017-09-30 $2.5M 67k 37.40
2017-06-30 $2.2M 63k 35.69
2017-03-31 $2.1M 60k 34.62
2016-12-31 $1.9M 18k 103.37
2016-09-30 $1.6M 17k 94.84
2016-06-30 $1.5M 17k 90.46

More positions owned by Bsc Private Wealth Management

Ishares U S Etf Tr Blackrock Sh Dur (NEAR)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr Intl Eqty Factor (INTF)
Ishares Tr Ishs 1-5yr Invs (IGSB)
J P Morgan Exchange Traded F Betabuilders Us (BBAG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Us Sml Cap Eqt (SMLF)
Ishares Tr Mbs Etf (MBB)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vaneck Etf Trust Gold Miners Etf (GDX)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Emng Mkts Eqt (EMGF)

View all positions for Bsc Private Wealth Management

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
Envestnet Asset Management
LPL Financial
Cambridge Investment Research Advisors
Royal Bank of Canada

View all funds holding WisdomTree MidCap Earnings Fund