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WisdomTree MidCap Earnings Fund shares owned by Roan Capital Partners

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

Historical chart of Roan Capital 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 Roan Capital 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 Roan Capital Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.0M 44k 67.22

More positions owned by Roan Capital Partners

World Gold Tr Spdr Gld Minis (GLDM)
United Sts Oil Units (USO)
Wisdomtree Tr Us Midcap Divid (DON)
Spdr Series Trust State Street Spd (SMLV)
Spdr Series Trust State Street Spd (SPSB)
Spdr Series Trust State Street Spd (SPIB)
Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (BIL)
Fidelity Covington Trust Int Vl Fct Etf (FIVA)
Spdr Series Trust State Street Spd (SPYM)
Spdr Series Trust State Street Spd (SPSM)
Spdr Series Trust State Street Spd (SPLB)
Spdr Series Trust State Street Spd (SLYG)
Ishares Tr Us Treas Bd Etf (GOVT)
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)

View all positions for Roan Capital Partners

Top funds holding WisdomTree MidCap Earnings Fund

Davenport & Co
UBS Group
Bank of America Corporation
Morgan Stanley
Branch Banking & Trust Company
LPL Financial
Baird Financial
Eqis Capital Management
Consolidated Planning Corp
Ieq Capital
Bsc Private Wealth Management
Private Advisor
Royal Bank of Canada
Raymond James Financial
HighTower Advisors

View all funds holding WisdomTree MidCap Earnings Fund