WisdomTree MidCap Earnings Fund shares owned by Burns Wealth Management
Quarter-by-quarter ownership of WisdomTree MidCap Earnings Fund (EZM) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in WisdomTree MidCap Earnings Fund
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Quarterly reported holdings in WisdomTree MidCap Earnings Fund by Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $286k | 4.6k | 62.51 |
| 2024-09-30 | $285k | 4.6k | 62.34 |
| 2024-06-30 | $264k | 4.6k | 57.79 |
| 2024-03-31 | $279k | 4.6k | 61.02 |
| 2023-09-30 | $232k | 4.6k | 50.74 |
| 2023-06-30 | $242k | 4.6k | 52.94 |
| 2023-03-31 | $228k | 4.6k | 49.74 |
| 2022-12-31 | $222k | 4.6k | 48.62 |
| 2022-09-30 | $201k | 4.6k | 43.93 |
| 2022-06-30 | $210k | 4.6k | 45.90 |
| 2022-03-31 | $250k | 4.6k | 54.64 |
| 2021-12-31 | $257k | 4.6k | 56.17 |
| 2021-06-30 | $240k | 4.6k | 52.46 |
| 2021-03-31 | $233k | 4.6k | 50.93 |
| 2013-03-31 | $107k | 1.5k | 70.16 |
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