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WisdomTree MidCap Earnings Fund shares owned by Envestnet Portfolio Solutions

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

Historical chart of Envestnet Portfolio Solutions investment in WisdomTree MidCap Earnings Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree MidCap Earnings Fund held by Envestnet Portfolio Solutions 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 Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $320k 5.6k 57.39

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr National Mun Etf (MUB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Rus Mdcp Val Etf (IWS)
Trust For Professional Man Activepassive Us (APUE)

View all positions for Envestnet Portfolio Solutions

Top funds holding WisdomTree MidCap Earnings Fund

UBS Group
Bank of America Corporation
Branch Banking & Trust Company
Davenport & Co
Raymond James Financial Services Advisors
Baird Financial
HighTower Advisors
Ieq Capital
Private Advisor
Great Point Wealth Advisors
Bsc Private Wealth Management
Consolidated Planning Corp
Jpmorgan Chase & Co
Wells Fargo & Company
Royal Bank of Canada

View all funds holding WisdomTree MidCap Earnings Fund