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WisdomTree MidCap Earnings Fund shares owned by Pensionmark Financial Group

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

Historical chart of Pensionmark Financial Group investment in WisdomTree MidCap Earnings Fund

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All positions including WisdomTree MidCap Earnings Fund held by Pensionmark Financial 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $959k 15k 65.91
2025-06-30 $888k 14k 61.77
2025-03-31 $988k 17k 59.78
2024-12-31 $5.5M 88k 62.52
2024-09-30 $5.5M 88k 62.34

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View all positions for Pensionmark Financial Group

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