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WisdomTree MidCap Earnings Fund shares owned by Envestnet Asset Management

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

Historical chart of Envestnet Asset Management investment in WisdomTree MidCap Earnings Fund

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All positions including WisdomTree MidCap Earnings Fund held by Envestnet Asset 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 Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.6M 122k 62.34
2024-06-30 $7.5M 129k 57.79
2024-03-31 $8.2M 135k 61.02
2023-09-30 $7.7M 152k 50.74
2023-06-30 $10M 189k 52.94
2023-03-31 $10M 206k 49.74
2022-12-31 $11M 215k 48.62
2022-09-30 $9.8M 224k 43.98
2022-06-30 $9.3M 202k 45.97
2022-03-31 $12M 215k 54.68
2021-12-31 $12M 221k 56.28
2021-09-30 $12M 226k 52.01
2021-06-30 $19M 355k 52.39
2021-03-31 $25M 496k 50.93
2020-12-31 $24M 562k 43.46
2020-09-30 $24M 693k 34.19
2020-06-30 $24M 725k 32.58
2020-03-31 $22M 831k 26.42
2019-12-31 $33M 781k 42.09
2019-09-30 $34M 864k 39.44
2019-06-30 $35M 876k 40.00
2019-03-31 $35M 883k 39.34
2018-12-31 $26M 757k 34.29
2018-09-30 $22M 521k 41.36
2018-06-30 $21M 514k 40.17
2018-03-31 $20M 533k 38.35
2017-12-31 $21M 526k 39.68
2017-09-30 $20M 531k 37.24
2017-06-30 $19M 521k 35.80
2017-03-31 $13M 362k 35.27
2016-12-31 $12M 115k 102.67
2016-09-30 $10M 108k 95.67
2016-06-30 $11M 125k 91.30
2016-03-31 $11M 119k 90.10
2015-12-31 $18M 201k 87.14
2015-09-30 $17M 196k 85.92
2015-06-30 $17M 182k 95.01
2015-03-31 $16M 169k 96.52
2014-12-31 $10M 109k 92.65
2014-09-30 $15M 173k 87.53
2014-06-30 $14M 153k 92.45
2014-03-31 $13M 147k 88.85
2013-12-31 $11M 127k 86.50
2013-09-30 $9.1M 115k 78.79
2013-06-30 $7.6M 105k 71.97

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)

View all positions for Envestnet Asset Management

Top funds holding WisdomTree MidCap Earnings Fund

Bank of America Corporation
Davenport & Co
Branch Banking & Trust Company
Morgan Stanley
Eqis Capital Management
Ieq Capital
Private Advisor
HighTower Advisors
Consolidated Planning Corp
Bsc Private Wealth Management
Wells Fargo & Company
LPL Financial
Envestnet Asset Management
Jpmorgan Chase & Co
Cambridge Investment Research Advisors

View all funds holding WisdomTree MidCap Earnings Fund