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WisdomTree MidCap Earnings Fund shares owned by Sunbelt Securities

Quarter-by-quarter ownership of WisdomTree MidCap Earnings Fund (EZM) shares owned by Sunbelt Securities from 13F filings

Historical chart of Sunbelt Securities investment in WisdomTree MidCap Earnings Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree MidCap Earnings Fund held by Sunbelt Securities consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree MidCap Earnings Fund by Sunbelt Securities

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.6k 100 65.91
2025-03-31 $6.0k 100 59.60
2018-03-31 $223k 5.8k 38.63
2017-12-31 $230k 5.8k 39.76
2017-09-30 $228k 6.1k 37.29

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View all positions for Sunbelt Securities

Top funds holding WisdomTree MidCap Earnings Fund

LPL Financial
UBS Group
Davenport & Co
Morgan Stanley
Branch Banking & Trust Company
Baird Financial
Eqis Capital Management
Ieq Capital
Consolidated Planning Corp
Bsc Private Wealth Management
Private Advisor
HighTower Advisors
Raymond James Financial
Jpmorgan Chase & Co
Steward Partners Investment Advisory

View all funds holding WisdomTree MidCap Earnings Fund