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WisdomTree MidCap Earnings Fund shares owned by Quaker Wealth Management

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

Historical chart of Quaker Wealth Management investment in WisdomTree MidCap Earnings Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Earnings Fund by Quaker Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $30k 457 65.91
2025-06-30 $28k 457 61.77
2025-03-31 $27k 457 59.60
2019-12-31 $775k 18k 42.09

More positions owned by Quaker Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Janus Detroit Str Tr Henderson Securi (JSI)
Vanguard World Inf Tech Etf (VGT)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Apple (AAPL)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Quaker Wealth Management

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