Pinnacle Private Wealth »

WisdomTree MidCap Earnings Fund shares owned by Pinnacle Private Wealth

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

Historical chart of Pinnacle Private Wealth investment in WisdomTree MidCap Earnings Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree MidCap Earnings Fund held by Pinnacle Private Wealth 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 Pinnacle Private Wealth

Quarter filed Position value Share count Share price at filing
2022-06-30 $445k 9.7k 46.00
2022-03-31 $631k 12k 54.64
2021-12-31 $673k 12k 56.29

More positions owned by Pinnacle Private Wealth

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Home Depot (HD)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core Div Grwth (DGRO)
Procter & Gamble Company (PG)
Tesla Motors (TSLA)
Ishares U S Etf Tr Blackrock St Mat (NEAR)
Ishares Tr Core High Dv Etf (HDV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr U.s. Tech Etf (IYW)
Chevron Corporation (CVX)

View all positions for Pinnacle Private Wealth

Top funds holding WisdomTree MidCap Earnings Fund

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

View all funds holding WisdomTree MidCap Earnings Fund