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WisdomTree MidCap Earnings Fund shares owned by Lauer Wealth

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

Historical chart of Lauer Wealth investment in WisdomTree MidCap Earnings Fund

Apr 2023Jul 2023Oct 2023Jan 2024Apr 2024Jul 2024Oct 2024Jan 20254.5M5M75k80k85k90k
Value ($)Share countHistorical EZM position of Lauer Wealth Source: stockzoa.comValue ($)Share count

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

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Quarterly reported holdings in WisdomTree MidCap Earnings Fund by Lauer Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $4.7M 76k 62.51
2024-09-30 $4.5M 73k 62.06
2024-06-30 $4.3M 73k 59.11
2024-03-31 $4.5M 76k 58.76
2023-12-31 $5.2M 91k 56.97
2023-09-30 $4.5M 90k 49.89
2023-06-30 $4.7M 87k 54.61
2023-03-31 $4.1M 84k 49.41

More positions owned by Lauer Wealth

Tesla Motors (TSLA)
Wisdomtree Tr Floatng Rat Trea (USFR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Morningstar Valu (ILCV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Wisdomtree Tr Us Midcap Fund (EZM)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Direxion Shs Etf Tr Daily Tsla 2x Sh (TSLL)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for Lauer Wealth

Top funds holding WisdomTree MidCap Earnings Fund

UBS Group
LPL Financial
Davenport & Co
Morgan Stanley
Bank of America Corporation
Branch Banking & Trust Company
Eqis Capital Management
Baird Financial
Private Advisor
Ieq Capital
Consolidated Planning Corp
HighTower Advisors
Bsc Private Wealth Management
Jpmorgan Chase & Co
Raymond James Financial

View all funds holding WisdomTree MidCap Earnings Fund