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WisdomTree MidCap Earnings Fund shares owned by Hrt Financial

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

Historical chart of Hrt Financial investment in WisdomTree MidCap Earnings Fund

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All positions including WisdomTree MidCap Earnings Fund held by Hrt 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 Hrt Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $596k 8.9k 66.76
2024-06-30 $226k 3.9k 57.58
2015-06-30 $3.1M 33k 95.01

More positions owned by Hrt Financial

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Russell 2000 Etf (IWM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Broadcom (AVGO)
Apple (AAPL)
Apple Put
NVIDIA Corporation (NVDA)
Meta Platforms Call
Wal-Mart Stores (WMT)
Meta Platforms Put
Nvidia Corporation Put
Amazon (AMZN)
Apple Call
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Hrt Financial

Top funds holding WisdomTree MidCap Earnings Fund

Davenport & Co
UBS Group
Branch Banking & Trust Company
Baird Financial
Eqis Capital Management
Consolidated Planning Corp
LPL Financial
Ieq Capital
Bsc Private Wealth Management
Private Advisor
HighTower Advisors
Raymond James Financial
Jpmorgan Chase & Co
Steward Partners Investment Advisory
Provident Wealth Management

View all funds holding WisdomTree MidCap Earnings Fund