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WisdomTree MidCap Earnings Fund shares owned by Cm Wealth Advisors

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

Historical chart of Cm Wealth 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 Cm Wealth 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 Cm Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.1M 35k 59.45
2023-06-30 $1.9M 35k 55.13

More positions owned by Cm Wealth Advisors

Ishares Tr S&p 100 Etf (OEF)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Lincoln Electric Holdings (LECO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Specialized Funds Div App Etf (VIG)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Rus 1000 Etf (IWB)
Microsoft Corporation (MSFT)
Ishares Tr Rus 2000 Val Etf (IWN)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Cm Wealth Advisors

Top funds holding WisdomTree MidCap Earnings Fund

LPL Financial
Davenport & Co
UBS Group
Branch Banking & Trust Company
Baird Financial
Eqis Capital Management
Consolidated Planning Corp
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