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WisdomTree MidCap Earnings Fund shares owned by Envision Financial

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

Historical chart of Envision Financial investment in WisdomTree MidCap Earnings Fund

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

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Quarterly reported holdings in WisdomTree MidCap Earnings Fund by Envision Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $596k 9.0k 65.91
2025-06-30 $766k 12k 61.77
2025-03-31 $738k 12k 59.60
2024-12-31 $853k 14k 62.51

More positions owned by Envision Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Floatng Rat Trea (USFR)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Victory Portfolios Ii Core Intermediat (UITB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Mid Cap Etf (VO)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Wisdomtree Tr Us Total Dividnd (DTD)
Ishares Msci Emrg Chn (EMXC)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Cre U S Reit Etf (USRT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)

View all positions for Envision Financial

Top funds holding WisdomTree MidCap Earnings Fund

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UBS Group
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Baird Financial
Eqis Capital Management
Ieq Capital
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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