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WisdomTree MidCap Earnings Fund shares owned by RMG Wealth Management

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

Historical chart of RMG 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 RMG 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 RMG Wealth Management

Quarter filed Position value Share count Share price at filing
2026-09-30 $20k 265 73.84

More positions owned by RMG Wealth Management

Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Vanguard Morningstar Value Etf Etf (VTV)
Ishares Morningstar Mid-cap Etf Etf (IMCG)
State Street Spdr Bloomberg Short Term High Yield Bond Etf Etf (SJNK)
Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT)
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB)
Schwab U.s. Small-cap Etf Etf (SCHA)
Ishares Floating Rate Bond Etf Etf (FLOT)
Janus Henderson Aaa Clo Etf Etf (JAAA)
Apple (AAPL)
Vanguard S&p 500 Etf Etf (VOO)
Schwab U.s. Dividend Equity Etf Etf (SCHD)
Vanguard Morningstar Mega Cap Growth Etf Etf (MGK)
Vanguard Morningstar Mid-cap Etf Etf (VO)
Vanguard Morningstar Growth Etf Etf (VUG)

View all positions for RMG Wealth Management

Top funds holding WisdomTree MidCap Earnings Fund

Davenport & Co
UBS Group
Bank of America Corporation
Branch Banking & Trust Company
LPL Financial
Eqis Capital Management
Consolidated Planning Corp
Baird Financial
Ieq Capital
Bsc Private Wealth Management
Private Advisor
Steward Partners Investment Advisory
Royal Bank of Canada
Jpmorgan Chase & Co
Wells Fargo & Company

View all funds holding WisdomTree MidCap Earnings Fund