Bsc Private Wealth Management »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
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

Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)
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)
Ishares Tr Blackrock Ultra (ICSH)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
J P Morgan Exchange Traded F Betabuilders Us (BBAG)
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)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Bsc Private Wealth Management

Top funds holding WisdomTree MidCap Earnings Fund

UBS Group
Bank of America Corporation
Branch Banking & Trust Company
Davenport & Co
Raymond James Financial Services Advisors
Baird Financial
HighTower Advisors
Ieq Capital
Great Point Wealth Advisors
Bsc Private Wealth Management
Private Advisor
Consolidated Planning Corp
Jpmorgan Chase & Co
Wells Fargo & Company
Royal Bank of Canada

View all funds holding WisdomTree MidCap Earnings Fund