WisdomTree MidCap Earnings Fund shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of WisdomTree MidCap Earnings Fund (EZM) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in WisdomTree MidCap Earnings Fund
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Quarterly reported holdings in WisdomTree MidCap Earnings Fund by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $200k | 3.0k | 66.80 |
| 2025-03-31 | $221k | 3.7k | 59.60 |
| 2024-12-31 | $202k | 3.2k | 62.51 |
| 2024-09-30 | $201k | 3.2k | 62.34 |
| 2024-06-30 | $225k | 3.9k | 57.79 |
| 2024-03-31 | $236k | 3.9k | 61.02 |
| 2023-12-31 | $253k | 4.4k | 57.39 |
| 2023-09-30 | $224k | 4.4k | 50.74 |
| 2023-06-30 | $259k | 4.9k | 52.94 |
| 2023-03-31 | $244k | 4.9k | 49.74 |
| 2022-12-31 | $203k | 4.2k | 48.62 |
| 2022-06-30 | $183k | 4.0k | 45.95 |
| 2022-03-31 | $252k | 4.6k | 54.78 |
| 2021-12-31 | $288k | 5.1k | 56.21 |
| 2021-09-30 | $211k | 4.1k | 51.94 |
| 2021-06-30 | $201k | 3.8k | 52.38 |
| 2021-03-31 | $207k | 4.1k | 50.96 |
| 2020-12-31 | $26k | 591 | 43.99 |
| 2020-09-30 | $2.0k | 65 | 30.77 |
| 2020-06-30 | $19k | 590 | 32.20 |
| 2019-09-30 | $53k | 1.4k | 39.26 |
| 2019-06-30 | $54k | 1.4k | 40.00 |
| 2019-03-31 | $65k | 1.7k | 39.39 |
| 2018-12-31 | $62k | 1.8k | 34.44 |
| 2018-09-30 | $141k | 3.4k | 41.41 |
| 2018-06-30 | $137k | 3.4k | 40.23 |
| 2018-03-31 | $128k | 3.4k | 37.59 |
| 2017-12-31 | $135k | 3.4k | 39.65 |
| 2017-09-30 | $132k | 3.4k | 38.77 |
More positions owned by Captrust Financial Advisors
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