WisdomTree MidCap Earnings Fund shares owned by Mason Investment Advisory Services
Quarter-by-quarter ownership of WisdomTree MidCap Earnings Fund (EZM) shares owned by Mason Investment Advisory Services
from 13F filings
Historical chart of Mason Investment Advisory Services investment in WisdomTree MidCap Earnings Fund
Tip: Access up to 7 years of quarterly data
All positions including WisdomTree MidCap Earnings Fund held by Mason Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in WisdomTree MidCap Earnings Fund by Mason Investment Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 17k | 65.91 |
| 2025-06-30 | $1.1M | 17k | 61.77 |
| 2025-03-31 | $1.0M | 17k | 59.60 |
| 2024-12-31 | $1.1M | 17k | 62.51 |
| 2024-09-30 | $1.1M | 17k | 62.34 |
| 2024-06-30 | $1.0M | 17k | 57.79 |
| 2024-03-31 | $1.1M | 17k | 61.02 |
| 2023-09-30 | $1.1M | 22k | 50.74 |
| 2023-06-30 | $1.1M | 21k | 52.94 |
| 2023-03-31 | $1.1M | 21k | 49.74 |
| 2022-12-31 | $1.0M | 21k | 48.62 |
| 2022-09-30 | $931k | 21k | 43.98 |
| 2022-06-30 | $968k | 21k | 45.97 |
| 2022-03-31 | $1.1M | 21k | 54.68 |
| 2021-12-31 | $1.2M | 21k | 56.28 |
| 2021-09-30 | $722k | 14k | 52.01 |
| 2021-06-30 | $723k | 14k | 52.39 |
| 2021-03-31 | $869k | 17k | 50.93 |
| 2020-12-31 | $741k | 17k | 43.46 |
| 2020-09-30 | $591k | 17k | 34.19 |
| 2020-06-30 | $560k | 17k | 32.58 |
| 2020-03-31 | $433k | 16k | 26.42 |
| 2019-12-31 | $706k | 17k | 42.09 |
| 2019-09-30 | $659k | 17k | 39.44 |
| 2019-06-30 | $663k | 17k | 40.00 |
| 2019-03-31 | $651k | 17k | 39.34 |
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