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WisdomTree MidCap Earnings Fund shares owned by Capital Advisors

Quarter-by-quarter ownership of WisdomTree MidCap Earnings Fund (EZM) shares owned by Capital Advisors from 13F filings

Historical chart of Capital Advisors investment in WisdomTree MidCap Earnings Fund

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All positions including WisdomTree MidCap Earnings Fund held by Capital 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 Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $81k 1.2k 65.75
2025-06-30 $76k 1.2k 61.69
2025-03-31 $73k 1.2k 59.25
2024-12-31 $77k 1.2k 62.50
2024-09-30 $77k 1.2k 62.50
2024-06-30 $71k 1.2k 57.63
2024-03-31 $75k 1.2k 60.88
2023-12-31 $71k 1.2k 57.63
2023-09-30 $63k 1.2k 51.14
2023-06-30 $65k 1.2k 52.76
2023-03-31 $61k 1.2k 49.51
2022-12-31 $60k 1.2k 48.70
2022-09-30 $54k 1.2k 43.83
2022-06-30 $57k 1.2k 46.27
2022-03-31 $67k 1.2k 54.38
2021-12-31 $69k 1.2k 56.01
2021-09-30 $64k 1.2k 51.95
2021-06-30 $65k 1.2k 52.76
2021-03-31 $63k 1.2k 51.14
2020-12-31 $54k 1.2k 43.83
2020-09-30 $42k 1.2k 34.09
2020-06-30 $40k 1.2k 32.47
2020-03-31 $33k 1.2k 26.79
2019-12-31 $75k 1.8k 41.85
2019-09-30 $71k 1.8k 39.62
2019-06-30 $72k 1.8k 40.18
2019-03-31 $70k 1.8k 39.06
2018-12-31 $61k 1.8k 34.04
2018-09-30 $74k 1.8k 41.29
2018-06-30 $72k 1.8k 40.18
2018-03-31 $69k 1.8k 38.50
2017-12-31 $71k 1.8k 39.62
2017-09-30 $104k 2.8k 37.25
2017-06-30 $100k 2.8k 35.82
2017-03-31 $79k 2.2k 35.39
2016-12-31 $76k 744 102.15
2016-09-30 $71k 744 95.43
2016-06-30 $68k 744 91.40
2016-03-31 $67k 744 90.05
2015-12-31 $65k 744 87.37
2015-09-30 $64k 744 86.02
2015-06-30 $71k 744 95.43
2015-03-31 $39k 405 96.30
2014-12-31 $38k 405 93.83

More positions owned by Capital Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Msci Usa Min Vol (USMV)
Caesars Entertainment (CZR)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Series Trust S&p Divid Etf (SDY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)

View all positions for Capital Advisors

Top funds holding WisdomTree MidCap Earnings Fund

LPL Financial
UBS Group
Davenport & Co
Morgan Stanley
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

View all funds holding WisdomTree MidCap Earnings Fund