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WisdomTree MidCap Earnings Fund shares owned by Private Advisor

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

Historical chart of Private Advisor investment in WisdomTree MidCap Earnings Fund

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

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Quarterly reported holdings in WisdomTree MidCap Earnings Fund by Private Advisor

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 165k 65.91
2025-06-30 $13M 212k 61.77
2025-03-31 $12M 208k 59.60
2024-12-31 $13M 206k 62.51
2024-09-30 $12M 191k 62.34
2024-06-30 $10M 180k 57.79
2024-03-31 $10M 169k 61.02
2023-12-31 $8.5M 148k 57.39
2023-09-30 $6.8M 134k 50.74
2023-06-30 $6.7M 126k 53.08
2023-03-31 $2.1M 42k 49.74
2022-12-31 $396k 43k 9.26
2022-09-30 $3.9M 90k 43.98
2022-06-30 $4.5M 98k 45.97
2022-03-31 $4.5M 80k 56.28
2021-12-31 $4.5M 80k 56.28
2021-09-30 $5.5M 106k 52.01
2021-06-30 $4.0M 76k 52.39
2021-03-31 $4.1M 81k 50.92
2020-12-31 $3.4M 78k 43.46
2020-09-30 $2.0M 61k 33.61
2020-06-30 $4.1M 126k 32.57
2020-03-31 $7.7M 290k 26.42
2019-12-31 $11M 259k 42.09
2019-09-30 $7.1M 180k 39.54
2019-06-30 $6.9M 173k 40.00
2019-03-31 $5.8M 148k 39.35
2018-12-31 $5.1M 148k 34.29
2018-09-30 $3.8M 91k 41.36
2018-06-30 $836k 21k 40.18
2018-03-31 $1.5M 38k 38.67
2017-12-31 $844k 21k 40.24
2017-09-30 $1.0M 28k 37.41
2017-06-30 $568k 16k 35.73
2017-03-31 $485k 14k 34.63
2016-12-31 $490k 4.7k 104.08
2016-09-30 $466k 4.9k 94.75
2015-12-31 $493k 5.7k 87.09
2015-09-30 $412k 4.8k 85.85
2015-06-30 $697k 7.3k 95.08
2014-09-30 $89k 1.0k 87.68

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Microsoft Corporation (MSFT)
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Amazon (AMZN)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)

View all positions for Private Advisor

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