WisdomTree MidCap Earnings Fund shares owned by Sargent Investment Group
Quarter-by-quarter ownership of WisdomTree MidCap Earnings Fund (EZM) shares owned by Sargent Investment Group
from 13F filings
Historical chart of Sargent Investment Group investment in WisdomTree MidCap Earnings Fund
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Quarterly reported holdings in WisdomTree MidCap Earnings Fund by Sargent Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $506k | 7.6k | 66.80 |
| 2025-06-30 | $474k | 7.6k | 62.51 |
| 2025-03-31 | $465k | 7.8k | 59.60 |
| 2024-12-31 | $485k | 7.8k | 62.13 |
| 2024-09-30 | $356k | 5.7k | 62.34 |
| 2024-06-30 | $330k | 5.7k | 57.79 |
| 2024-03-31 | $348k | 5.7k | 61.02 |
| 2023-12-31 | $336k | 5.9k | 57.39 |
| 2023-09-30 | $329k | 6.5k | 50.74 |
| 2023-06-30 | $343k | 6.5k | 52.94 |
| 2023-03-31 | $323k | 6.5k | 49.80 |
| 2022-12-31 | $315k | 6.5k | 48.62 |
| 2022-09-30 | $396k | 8.5k | 46.59 |
| 2022-06-30 | $391k | 8.5k | 46.00 |
| 2022-03-31 | $465k | 8.5k | 54.71 |
| 2021-12-31 | $478k | 8.5k | 56.24 |
| 2021-09-30 | $442k | 8.5k | 52.00 |
| 2021-06-30 | $445k | 8.5k | 52.35 |
| 2021-03-31 | $443k | 8.7k | 50.92 |
| 2020-12-31 | $378k | 8.7k | 43.45 |
| 2020-09-30 | $320k | 9.3k | 34.24 |
| 2020-06-30 | $369k | 12k | 32.05 |
| 2020-03-31 | $389k | 15k | 26.42 |
| 2019-12-31 | $758k | 18k | 42.09 |
| 2019-09-30 | $876k | 22k | 39.44 |
| 2019-06-30 | $795k | 20k | 40.01 |
| 2019-03-31 | $1.6M | 40k | 39.33 |
| 2018-12-31 | $1.0M | 30k | 34.30 |
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