WisdomTree MidCap Earnings Fund shares owned by Sugarloaf Wealth Management
Quarter-by-quarter ownership of WisdomTree MidCap Earnings Fund (EZM) shares owned by Sugarloaf Wealth Management
from 13F filings
Historical chart of Sugarloaf Wealth Management investment in WisdomTree MidCap Earnings Fund
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Quarterly reported holdings in WisdomTree MidCap Earnings Fund by Sugarloaf Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $47k | 750 | 62.49 |
| 2024-09-30 | $47k | 750 | 62.32 |
| 2024-06-30 | $43k | 750 | 57.77 |
| 2024-03-31 | $46k | 750 | 61.00 |
| 2023-12-31 | $43k | 750 | 57.37 |
| 2023-09-30 | $38k | 750 | 50.72 |
| 2023-06-30 | $40k | 750 | 52.92 |
| 2023-03-31 | $37k | 749 | 49.79 |
| 2022-12-31 | $37k | 750 | 48.61 |
| 2022-09-30 | $33k | 750 | 44.00 |
| 2022-06-30 | $38k | 827 | 45.95 |
| 2022-03-31 | $45k | 827 | 54.41 |
| 2021-12-31 | $47k | 827 | 56.83 |
| 2021-09-30 | $43k | 827 | 52.00 |
| 2021-06-30 | $43k | 827 | 52.00 |
| 2021-03-31 | $42k | 827 | 50.79 |
| 2020-12-31 | $36k | 827 | 43.53 |
| 2020-09-30 | $28k | 827 | 33.86 |
| 2020-06-30 | $27k | 827 | 32.65 |
| 2020-03-31 | $22k | 827 | 26.60 |
| 2019-12-31 | $35k | 827 | 42.32 |
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