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

View all positions for Capital Advisors

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
LPL Financial
Envestnet Asset Management
Jpmorgan Chase & Co
Cambridge Investment Research Advisors

View all funds holding WisdomTree MidCap Earnings Fund