WisdomTree MidCap Earnings Fund shares owned by Kestra Advisory Services
Quarter-by-quarter ownership of WisdomTree MidCap Earnings Fund (EZM) shares owned by Kestra Advisory Services
from 13F filings
Historical chart of Kestra Advisory Services investment in WisdomTree MidCap Earnings Fund
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Download as csvQuarterly reported holdings in WisdomTree MidCap Earnings Fund by Kestra Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 20k | 65.91 |
| 2025-06-30 | $1.2M | 20k | 61.77 |
| 2025-03-31 | $1.1M | 19k | 59.60 |
| 2024-12-31 | $2.8M | 45k | 62.51 |
| 2024-09-30 | $2.4M | 39k | 62.34 |
| 2024-06-30 | $2.4M | 42k | 57.79 |
| 2024-03-31 | $2.4M | 39k | 61.02 |
| 2023-12-31 | $2.2M | 39k | 57.39 |
| 2023-09-30 | $1.9M | 37k | 50.74 |
| 2023-06-30 | $3.7M | 70k | 52.94 |
| 2023-03-31 | $5.1M | 103k | 49.74 |
| 2022-12-31 | $465k | 9.6k | 48.62 |
| 2022-09-30 | $458k | 10k | 44.00 |
| 2022-06-30 | $462k | 10k | 45.96 |
| 2022-03-31 | $553k | 10k | 54.64 |
| 2021-12-31 | $604k | 11k | 56.26 |
| 2021-09-30 | $735k | 14k | 52.00 |
| 2021-06-30 | $583k | 11k | 52.35 |
| 2021-03-31 | $620k | 12k | 50.95 |
| 2020-12-31 | $559k | 13k | 43.43 |
| 2020-09-30 | $548k | 16k | 34.16 |
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