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WisdomTree MidCap Earnings Fund shares owned by Mariner Wealth Advisors

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

Historical chart of Mariner Wealth Advisors investment in WisdomTree MidCap Earnings Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Earnings Fund by Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $290k 4.4k 65.91
2025-06-30 $272k 4.4k 61.77
2025-03-31 $226k 3.8k 59.60
2024-12-31 $237k 3.8k 62.51
2024-09-30 $237k 3.8k 62.34
2024-06-30 $220k 3.8k 57.79
2023-12-31 $237k 4.1k 57.39
2019-06-30 $228k 5.7k 39.92

More positions owned by Mariner Wealth Advisors

Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Broadcom (AVGO)
Amazon (AMZN)
Ishares Tr Core Us Aggbd Et (AGG)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Mariner Wealth Advisors

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