PFG Financial Advisors »

WisdomTree MidCap Earnings Fund shares owned by PFG Financial Advisors

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

Historical chart of PFG Financial 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 PFG Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree MidCap Earnings Fund by PFG Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $440k 7.2k 61.02
2023-12-31 $434k 7.6k 57.39
2023-09-30 $489k 9.6k 50.74
2023-06-30 $596k 11k 52.94
2023-03-31 $614k 12k 49.74
2022-12-31 $618k 13k 48.62
2022-09-30 $609k 14k 44.01
2022-06-30 $659k 14k 45.98
2022-03-31 $774k 14k 54.66
2021-12-31 $737k 14k 53.96
2021-09-30 $733k 14k 52.00
2021-06-30 $753k 14k 52.36
2021-03-31 $784k 15k 50.91
2020-12-31 $723k 17k 43.44
2020-09-30 $724k 21k 34.18
2020-06-30 $747k 23k 32.58
2020-03-31 $595k 23k 26.42
2019-12-31 $722k 17k 42.08
2019-09-30 $700k 18k 39.43
2019-06-30 $738k 18k 40.02
2019-03-31 $760k 19k 39.35
2018-12-31 $773k 23k 34.29
2018-09-30 $924k 22k 41.35
2018-06-30 $902k 22k 40.18
2018-03-31 $907k 24k 38.67
2017-12-31 $1.2M 31k 39.68
2017-09-30 $1.7M 45k 37.23
2017-06-30 $1.8M 51k 35.81
2017-03-31 $1.9M 54k 35.27
2016-12-31 $1.9M 19k 102.70
2016-09-30 $2.3M 24k 95.69
2016-06-30 $4.5M 50k 91.29
2016-03-31 $4.1M 46k 90.10
2015-12-31 $3.5M 40k 87.13
2015-09-30 $3.9M 33k 119.97
2015-06-30 $3.3M 35k 95.02
2015-03-31 $3.2M 33k 96.51
2014-12-31 $3.1M 33k 92.66
2014-09-30 $2.5M 29k 87.52
2014-06-30 $2.5M 27k 92.46
2014-03-31 $1.9M 21k 88.85
2013-12-31 $1.8M 20k 86.50
2013-09-30 $1.4M 18k 78.80
2013-06-30 $1.4M 20k 71.96

More positions owned by PFG Financial Advisors

Ishares S&p 500 Index Etf (IVV)
Ishares Core Msci Eafe Etf (IEFA)
Ishares Core S&p Mid Cap Etf Etf (IJH)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Ishares Aggregate Bond Etf Etf (AGG)
Microsoft Corporation (MSFT)
Invesco S&p 500 Equal Weight Etf (RSP)
Fidelity Total Bond Etf Etf (FBND)
Ishares Tr S&p 100 Index Fund Etf (OEF)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Ishares Core Msci Emerging Mkts Etf (IEMG)
Vanguard S&p 500 Etf Etf (VOO)
Ishares Amt-free Muni Bond Etf Etf (MUB)
Fid Msci Info Technology Index Etf Etf (FTEC)
Ishares Tr Ishares Core Div Growth Etf (DGRO)

View all positions for PFG Financial Advisors

Top funds holding WisdomTree MidCap Earnings Fund

UBS Group
Bank of America Corporation
Branch Banking & Trust Company
Davenport & Co
Raymond James Financial Services Advisors
Baird Financial
HighTower Advisors
Ieq Capital
Private Advisor
Great Point Wealth Advisors
Bsc Private Wealth Management
Consolidated Planning Corp
Jpmorgan Chase & Co
Wells Fargo & Company
Royal Bank of Canada

View all funds holding WisdomTree MidCap Earnings Fund