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WisdomTree MidCap Earnings Fund shares owned by Creative Financial Designs

Quarter-by-quarter ownership of WisdomTree MidCap Earnings Fund (EZM) shares owned by Creative Financial Designs from 13F filings

Historical chart of Creative Financial Designs investment in WisdomTree MidCap Earnings Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Earnings Fund by Creative Financial Designs

Quarter filed Position value Share count Share price at filing
2025-09-30 $36k 547 65.91
2025-06-30 $34k 547 61.77
2025-03-31 $33k 547 59.60
2024-12-31 $34k 547 62.51
2024-09-30 $34k 547 62.34
2024-06-30 $32k 547 57.79
2024-03-31 $33k 547 61.02
2023-12-31 $31k 547 57.39
2023-09-30 $28k 547 50.74
2023-06-30 $29k 547 52.94
2023-03-31 $27k 547 49.74
2022-12-31 $27k 547 48.62
2022-09-30 $24k 547 43.88
2022-06-30 $25k 547 45.70
2022-03-31 $30k 547 54.84
2021-12-31 $31k 547 56.67
2021-09-30 $28k 547 51.19
2021-06-30 $29k 547 53.02
2021-03-31 $28k 547 51.19
2020-12-31 $24k 547 43.88
2020-09-30 $19k 547 34.73
2020-06-30 $18k 547 32.91
2020-03-31 $57k 2.2k 26.32
2019-12-31 $894k 21k 42.13
2019-09-30 $919k 24k 38.15
2019-06-30 $997k 25k 39.82
2019-03-31 $1.2M 29k 39.33
2018-12-31 $1.6M 47k 34.28
2018-09-30 $2.3M 55k 41.35
2018-06-30 $2.2M 54k 40.16
2018-03-31 $2.0M 52k 38.67
2017-12-31 $2.1M 54k 39.67
2017-09-30 $2.2M 60k 37.24
2017-06-30 $2.1M 58k 35.80
2017-03-31 $2.1M 58k 35.27
2016-12-31 $1.9M 19k 102.68

More positions owned by Creative Financial Designs

Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Vanguard Value Etf Etf (VTV)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Bny Mellon International Equity Etf Etf (BKIE)
Vanguard Russell 1000 Growth Etf Etf (VONG)
Apple Stock (AAPL)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Vanguard Growth Etf Etf (VUG)
Capital Group Dividend Value Etf Etf (CGDV)
Amazon Stock (AMZN)
Vanguard Short-term Treasury Etf Etf (VGSH)
Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD)
Inspire Corporate Bond Etf Etf (IBD)
Fidelity Total Bond Etf Etf (FBND)
Eli Lilly & Co Stock (LLY)

View all positions for Creative Financial Designs

Top funds holding WisdomTree MidCap Earnings Fund

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

View all funds holding WisdomTree MidCap Earnings Fund