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WisdomTree MidCap Earnings Fund shares owned by Cassaday & Co Wealth Management

Quarter-by-quarter ownership of WisdomTree MidCap Earnings Fund (EZM) shares owned by Cassaday & Co Wealth Management from 13F filings

Historical chart of Cassaday & Co 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 Cassaday & Co 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 Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $50k 744 67.22

More positions owned by Cassaday & Co Wealth Management

Vanguard World Mega Grwth Ind (MGK)
World Gold Tr Spdr Gld Minis (GLDM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Rus 2000 Grw Etf (IWO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus Mdcp Val Etf (IWS)
Select Sector Spdr Tr State Street Rea (XLRE)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Rus 1000 Val Etf (IWD)
Proshares Tr S&p 500 Dv Arist (NOBL)
Barclays Bank Djubs Cmdt Etn36 (DJP)

View all positions for Cassaday & Co Wealth Management

Top funds holding WisdomTree MidCap Earnings Fund

Davenport & Co
UBS Group
Bank of America Corporation
Morgan Stanley
Branch Banking & Trust Company
LPL Financial
Baird Financial
Eqis Capital Management
Consolidated Planning Corp
Ieq Capital
Bsc Private Wealth Management
Private Advisor
Royal Bank of Canada
Raymond James Financial
HighTower Advisors

View all funds holding WisdomTree MidCap Earnings Fund