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WisdomTree MidCap Earnings Fund shares owned by CLS Investments

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

Historical chart of CLS Investments investment in WisdomTree MidCap Earnings Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree MidCap Earnings Fund held by CLS Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree MidCap Earnings Fund by CLS Investments

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.3M 19k 66.80
2019-06-30 $9.0k 234 38.46

More positions owned by CLS Investments

Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Ishares Tr Core S&p500 Etf (IVV)
Northern Lts Fd Tr Iv Main Buywrite (BUYW)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Advisors Inner Circle Fd Ii 3edge Dynamic Fi (EDGF)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Value Etf (VTV)

View all positions for CLS Investments

Top funds holding WisdomTree MidCap Earnings Fund

Davenport & Co
UBS Group
Branch Banking & Trust Company
Baird Financial
Eqis Capital Management
Consolidated Planning Corp
LPL Financial
Ieq Capital
Bsc Private Wealth Management
Private Advisor
HighTower Advisors
Raymond James Financial
Jpmorgan Chase & Co
Steward Partners Investment Advisory
Provident Wealth Management

View all funds holding WisdomTree MidCap Earnings Fund