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WisdomTree MidCap Earnings Fund shares owned by Mather Group

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

Historical chart of Mather Group investment in WisdomTree MidCap Earnings Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Earnings Fund by Mather Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 25k 62.34
2024-06-30 $2.8M 46k 61.02
2024-03-31 $2.7M 48k 57.39
2023-12-31 $2.9M 51k 57.39
2023-09-30 $2.9M 56k 50.74
2023-06-30 $2.9M 55k 52.94
2023-03-31 $3.1M 62k 49.74
2022-12-31 $2.8M 58k 48.62
2022-09-30 $2.5M 58k 43.98
2022-06-30 $3.2M 70k 45.97
2022-03-31 $1.1M 20k 54.69

More positions owned by Mather Group

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Tr Faln Angls Usd (FALN)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for Mather Group

Top funds holding WisdomTree MidCap Earnings Fund

Bank of America Corporation
Davenport & Co
Branch Banking & Trust Company
Morgan Stanley
Eqis Capital Management
Ieq Capital
Private Advisor
HighTower Advisors
Consolidated Planning Corp
Bsc Private Wealth Management
Wells Fargo & Company
LPL Financial
Envestnet Asset Management
Jpmorgan Chase & Co
Cambridge Investment Research Advisors

View all funds holding WisdomTree MidCap Earnings Fund