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WisdomTree MidCap Earnings Fund shares owned by Medallion Wealth Advisors

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

Historical chart of Medallion 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 Medallion 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 Medallion Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $267k 4.0k 67.22
2025-12-31 $270k 4.0k 66.80
2025-09-30 $288k 4.4k 65.91
2025-06-30 $291k 4.6k 62.80
2025-03-31 $297k 5.0k 59.71
2024-12-31 $319k 5.1k 62.51

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Vanguard Index Fds Large Cap Etf (VV)
Spdr Series Trust State Street Spd (SPTM)
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Vanguard Wellington Us Quality (VFQY)
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Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Medallion Wealth Advisors

Top funds holding WisdomTree MidCap Earnings Fund

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

View all funds holding WisdomTree MidCap Earnings Fund