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WisdomTree MidCap Earnings Fund shares owned by Colonial River Wealth Management

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

Historical chart of Colonial River 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 Colonial River 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 Colonial River Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $307k 4.6k 67.22

More positions owned by Colonial River Wealth Management

NVIDIA Corporation (NVDA)
Putnam Etf Trust Focused Lar Cap (PVAL)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii 500 Qvm Multi (QVML)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Amazon (AMZN)
Meta Platforms Cl A (META)
Palantir Technologies Cl A (PLTR)
Broadcom (AVGO)
Tesla Motors (TSLA)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Actively Managed Exc Total Return (GTO)
Capital Group Growth Etf Shs Creation Uni (CGGR)

View all positions for Colonial River 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