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WisdomTree MidCap Earnings Fund shares owned by Crux Wealth Advisors

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

Historical chart of Crux 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 Crux 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 Crux Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 31k 65.91
2025-06-30 $1.9M 31k 61.77

More positions owned by Crux Wealth Advisors

Bny Mellon Etf Trust Core Bond Etf (BKAG)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Bny Mellon Etf Trust Ii Dynamic Value (BKDV)
NVIDIA Corporation (NVDA)
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Spdr Series Trust Spdr S&p 500 Etf (SPYX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Bny Mellon Etf Trust Concentrated Int (BKCI)
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)
Ishares Tr Esg Aw Msci Eafe (ESGD)

View all positions for Crux Wealth Advisors

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