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WisdomTree MidCap Earnings Fund shares owned by Principle Wealth Partners

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

Historical chart of Principle Wealth Partners investment in WisdomTree MidCap Earnings Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree MidCap Earnings Fund held by Principle Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree MidCap Earnings Fund by Principle Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $232k 3.5k 65.91
2025-06-30 $216k 3.5k 61.77
2024-12-31 $219k 3.5k 62.51
2024-09-30 $218k 3.5k 62.34
2024-06-30 $202k 3.5k 57.79
2024-03-31 $214k 3.5k 61.02
2023-12-31 $201k 3.5k 57.39

More positions owned by Principle Wealth Partners

Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
JPMorgan Chase & Co. (JPM)
Bny Mellon Etf Trust Ii Dynamic Value (BKDV)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Specialized Funds Div App Etf (VIG)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
Vaneck Etf Trust Semiconductr Etf (SMH)
McDonald's Corporation (MCD)

View all positions for Principle Wealth Partners

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