WisdomTree MidCap Earnings Fund shares owned by Centric Wealth Management
Quarter-by-quarter ownership of WisdomTree MidCap Earnings Fund (EZM) shares owned by Centric Wealth Management
from 13F filings
Historical chart of Centric Wealth Management investment in WisdomTree MidCap Earnings Fund
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Quarterly reported holdings in WisdomTree MidCap Earnings Fund by Centric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $455k | 7.0k | 64.87 |
| 2025-06-30 | $437k | 7.0k | 62.52 |
| 2025-03-31 | $433k | 7.3k | 59.60 |
| 2024-12-31 | $453k | 7.3k | 62.51 |
| 2024-09-30 | $478k | 7.2k | 66.07 |
| 2024-06-30 | $446k | 7.2k | 61.88 |
| 2024-03-31 | $412k | 7.2k | 57.31 |
| 2023-12-31 | $399k | 7.2k | 55.61 |
| 2023-09-30 | $363k | 7.1k | 50.74 |
| 2023-06-30 | $379k | 7.1k | 53.25 |
| 2023-03-31 | $355k | 7.1k | 49.74 |
| 2022-12-31 | $346k | 7.1k | 48.62 |
| 2022-09-30 | $312k | 7.1k | 44.01 |
| 2022-06-30 | $397k | 8.6k | 45.96 |
| 2022-03-31 | $475k | 8.7k | 54.69 |
| 2021-12-31 | $488k | 8.7k | 56.31 |
| 2021-09-30 | $450k | 8.7k | 52.00 |
| 2021-06-30 | $511k | 9.8k | 52.37 |
| 2021-03-31 | $496k | 9.7k | 50.97 |
| 2020-12-31 | $424k | 9.8k | 43.46 |
| 2020-09-30 | $559k | 15k | 38.16 |
| 2020-06-30 | $368k | 11k | 32.57 |
| 2020-03-31 | $559k | 15k | 38.16 |
| 2019-09-30 | $559k | 15k | 38.16 |
| 2019-06-30 | $597k | 15k | 40.03 |
| 2019-03-31 | $585k | 15k | 39.36 |
| 2018-12-31 | $510k | 15k | 34.32 |
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