WisdomTree MidCap Earnings Fund shares owned by Sontag Advisory
Quarter-by-quarter ownership of WisdomTree MidCap Earnings Fund (EZM) shares owned by Sontag Advisory
from 13F filings
Historical chart of Sontag Advisory investment in WisdomTree MidCap Earnings Fund
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Quarterly reported holdings in WisdomTree MidCap Earnings Fund by Sontag Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $430k | 6.5k | 65.91 |
| 2025-06-30 | $409k | 6.6k | 61.77 |
| 2025-03-31 | $402k | 6.7k | 59.60 |
| 2024-12-31 | $825k | 13k | 62.51 |
| 2024-09-30 | $429k | 6.9k | 62.34 |
| 2024-06-30 | $416k | 7.2k | 57.79 |
| 2024-03-31 | $439k | 7.2k | 61.02 |
| 2023-12-31 | $413k | 7.2k | 57.39 |
| 2023-09-30 | $365k | 7.2k | 50.74 |
| 2023-06-30 | $401k | 7.6k | 52.94 |
| 2023-03-31 | $383k | 7.7k | 49.74 |
| 2022-12-31 | $379k | 7.8k | 48.62 |
| 2022-09-30 | $343k | 7.8k | 44.04 |
| 2022-06-30 | $358k | 7.8k | 45.96 |
| 2022-03-31 | $426k | 7.8k | 54.69 |
| 2021-12-31 | $416k | 7.4k | 56.23 |
| 2021-09-30 | $385k | 7.4k | 52.04 |
| 2021-03-31 | $413k | 8.1k | 50.96 |
| 2020-03-31 | $277k | 11k | 26.38 |
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