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WisdomTree MidCap Earnings Fund shares owned by Clear Point Advisors

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

Historical chart of Clear Point Advisors investment in WisdomTree MidCap Earnings Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree MidCap Earnings Fund held by Clear Point 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 Clear Point Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $41k 657 62.34
2024-06-30 $38k 655 57.80
2024-03-31 $40k 653 61.02
2023-12-31 $48k 830 57.40

More positions owned by Clear Point Advisors

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Doubleline Etf Trust Shiller Cape U S (CAPE)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Wisdomtree Tr Floatng Rat Trea (USFR)
Graniteshares Gold Tr Shs Ben Int (BAR)
First Tr Exchange-traded First Tr Enh New (FTSM)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Clear Point Advisors

Top funds holding WisdomTree MidCap Earnings Fund

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

View all funds holding WisdomTree MidCap Earnings Fund