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WisdomTree MidCap Earnings Fund shares owned by Strategic Wealth Management Group

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

Historical chart of Strategic Wealth Management Group investment in WisdomTree MidCap Earnings Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Earnings Fund by Strategic Wealth Management Group

Quarter filed Position value Share count Share price at filing
2021-06-30 $405k 7.7k 52.36
2021-03-31 $413k 8.1k 50.96
2020-12-31 $370k 8.5k 43.47
2020-09-30 $294k 8.6k 34.25

More positions owned by Strategic Wealth Management Group

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Vanguard World Fds Consum Stp Etf (VDC)
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Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Ishares Tr Msci Usa Multift (LRGF)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Chesapeake Utilities Corporation (CPK)
Invesco Exch Trd Slf Idx Bulshs 2021 Hy
Facebook Cl A (META)
T. Rowe Price (TROW)

View all positions for Strategic Wealth Management Group

Top funds holding WisdomTree MidCap Earnings Fund

UBS Group
Bank of America Corporation
Davenport & Co
Branch Banking & Trust Company
Eqis Capital Management
Baird Financial
Ieq Capital
Private Advisor
HighTower Advisors
Consolidated Planning Corp
Bsc Private Wealth Management
Wells Fargo & Company
LPL Financial
Envestnet Asset Management
Jpmorgan Chase & Co

View all funds holding WisdomTree MidCap Earnings Fund