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WisdomTree MidCap Earnings Fund shares owned by Hibernia Wealth Partners

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

Historical chart of Hibernia Wealth Partners investment in WisdomTree MidCap Earnings Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Earnings Fund by Hibernia Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $691k 11k 62.34
2024-03-31 $700k 12k 61.02
2023-12-31 $657k 12k 57.39
2023-09-30 $752k 15k 50.74

More positions owned by Hibernia Wealth Partners

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Ssga Active Tr Spdr Ssga Us Sct (XLSR)
Ssga Active Tr Spdr Ssga Fxd (FISR)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Msci Usa Min Vol (USMV)
Spdr Gold Tr Gold Shs (GLD)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr Ser Tr Bloomberg High Y (JNK)
Spdr Ser Tr Bloomberg Emergi (EBND)
Spdr Ser Tr Bloomberg 1 10 Y (TIPX)

View all positions for Hibernia Wealth Partners

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