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WisdomTree MidCap Earnings Fund shares owned by Unified Investment Management

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

Historical chart of Unified Investment Management investment in WisdomTree MidCap Earnings Fund

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

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Quarterly reported holdings in WisdomTree MidCap Earnings Fund by Unified Investment Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $233k 3.8k 61.77
2025-03-31 $225k 3.8k 59.59
2024-12-31 $395k 6.3k 62.51

More positions owned by Unified Investment Management

Genuine Parts Company (GPC)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares U S Etf Tr Short Duration B (NEAR)
Ishares Tr Intrm Gov Cr Etf (GVI)
United Rentals (URI)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Paypal Holdings (PYPL)
Halozyme Therapeutics (HALO)
Qualcomm (QCOM)

View all positions for Unified Investment Management

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