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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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All positions including WisdomTree MidCap Earnings Fund held by Burns 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 Burns Wealth Management

Quarter filed Position value Share count Share price at filing
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