WisdomTree MidCap Earnings Fund shares owned by Great Point Wealth Advisors
Quarter-by-quarter ownership of WisdomTree MidCap Earnings Fund (EZM) shares owned by Great Point Wealth Advisors
from 13F filings
Historical chart of Great Point Wealth Advisors investment in WisdomTree MidCap Earnings Fund
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Quarterly reported holdings in WisdomTree MidCap Earnings Fund by Great Point Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.1M | 66k | 62.34 |
| 2024-06-30 | $3.9M | 68k | 57.79 |
| 2024-03-31 | $4.4M | 72k | 61.02 |
| 2023-12-31 | $9.0M | 157k | 57.39 |
| 2023-09-30 | $9.0M | 178k | 50.74 |
| 2023-06-30 | $9.8M | 185k | 52.94 |
| 2023-03-31 | $9.7M | 194k | 49.74 |
| 2022-12-31 | $10M | 206k | 48.62 |
| 2022-09-30 | $10M | 230k | 43.98 |
| 2022-06-30 | $11M | 244k | 45.97 |
| 2022-03-31 | $17M | 316k | 54.68 |
| 2021-12-31 | $20M | 355k | 56.28 |
| 2021-09-30 | $17M | 333k | 52.01 |
| 2021-06-30 | $14M | 271k | 52.39 |
| 2021-03-31 | $12M | 225k | 50.93 |
| 2020-12-31 | $3.6M | 82k | 43.46 |
| 2020-09-30 | $1.6M | 49k | 32.58 |
| 2020-06-30 | $1.6M | 49k | 32.58 |
| 2020-03-31 | $958k | 36k | 26.42 |
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