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WisdomTree MidCap Earnings Fund shares owned by Warren Averett Asset Management

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

Historical chart of Warren Averett Asset Management investment in WisdomTree MidCap Earnings Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree MidCap Earnings Fund held by Warren Averett Asset 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 Warren Averett Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $820k 12k 65.91
2025-06-30 $780k 13k 61.77
2025-03-31 $885k 15k 59.60
2024-12-31 $959k 15k 62.51
2024-09-30 $968k 16k 62.34
2024-06-30 $934k 16k 57.79
2024-03-31 $1.0M 16k 61.02