WisdomTree MidCap Earnings Fund shares owned by Theory Financial
Quarter-by-quarter ownership of WisdomTree MidCap Earnings Fund (EZM) shares owned by Theory Financial
from 13F filings
Historical chart of Theory Financial investment in WisdomTree MidCap Earnings Fund
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Quarterly reported holdings in WisdomTree MidCap Earnings Fund by Theory Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $5.2M | 84k | 62.64 |
| 2025-03-31 | $4.0M | 68k | 59.60 |
| 2024-12-31 | $3.3M | 52k | 62.51 |
| 2024-09-30 | $3.3M | 53k | 61.50 |
| 2024-06-30 | $3.1M | 54k | 57.79 |
| 2024-03-31 | $4.2M | 68k | 61.02 |
| 2023-12-31 | $4.1M | 72k | 57.39 |
| 2023-09-30 | $3.6M | 70k | 50.74 |
| 2023-06-30 | $3.9M | 73k | 52.94 |
| 2023-03-31 | $3.5M | 71k | 49.74 |
| 2022-12-31 | $3.4M | 70k | 48.62 |
| 2022-06-30 | $3.1M | 66k | 46.37 |
| 2022-03-31 | $3.6M | 66k | 54.68 |
| 2021-12-31 | $3.8M | 68k | 56.28 |
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