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WisdomTree MidCap Earnings Fund shares owned by Jones Financial Companies, L.L

Quarter-by-quarter ownership of WisdomTree MidCap Earnings Fund (EZM) shares owned by Jones Financial Companies, L.L from 13F filings

Historical chart of Jones Financial Companies, L.L investment in WisdomTree MidCap Earnings Fund

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All positions including WisdomTree MidCap Earnings Fund held by Jones Financial Companies, L.L consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree MidCap Earnings Fund by Jones Financial Companies, L.L

Quarter filed Position value Share count Share price at filing
2025-09-30 $128k 1.9k 66.10
2025-06-30 $64k 1.0k 61.79
2025-03-31 $34k 572 59.31
2024-12-31 $16k 257 62.51

More positions owned by Jones Financial Companies, L.L

Vanguard Index Tr ETFs (VUG)
Ishares Core Us Aggregate Bond ETFs (AGG)
Ishares Core S&p 500 Etf ETFs (IVV)
Vanguard Index Tr ETFs (VTV)
Vanguard S&p 500 Etf ETFs (VOO)
Ishares Trust Core Msci Eafe ETFs (IEFA)
Ishares Russell Midcap ETFs (IWR)
Vanguard Mid Cap Etf ETFs (VO)
Vanguard Index Trust ETFs (VV)
Ishares Russell 1000 ETFs (IWB)
Spdr Portfolio Large Cap Etf ETFs (SPLG)
Ishares Core Total Usd Bond ETFs (IUSB)
Vanguard Ftse Developed ETFs (VEA)
Ishares Broad Usd High Yield ETFs (USHY)
Ishares Core S&p Small Cap Etf ETFs (IJR)

View all positions for Jones Financial Companies, L.L

Top funds holding WisdomTree MidCap Earnings Fund

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Private Advisor
HighTower Advisors
Raymond James Financial
Jpmorgan Chase & Co
Steward Partners Investment Advisory

View all funds holding WisdomTree MidCap Earnings Fund