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WisdomTree MidCap Earnings Fund shares owned by Lionshead Wealth Management

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

Historical chart of Lionshead Wealth Management investment in WisdomTree MidCap Earnings Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Earnings Fund by Lionshead Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.0M 46k 65.91

More positions owned by Lionshead Wealth Management

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Vanguard Bd Index Fds Intermed Term (BIV)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
T Rowe Price Etf Price Grw Stock (TGRW)
Wisdomtree Tr Us Midcap Fund (EZM)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr Series Trust Bloomberg Sht Te (SJNK)
Quanta Services (PWR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Public Service Enterprise (PEG)
Palantir Technologies Cl A (PLTR)

View all positions for Lionshead Wealth Management

Top funds holding WisdomTree MidCap Earnings Fund

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

View all funds holding WisdomTree MidCap Earnings Fund