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WisdomTree MidCap Earnings Fund shares owned by Wealthcare Advisory Partners

Quarter-by-quarter ownership of WisdomTree MidCap Earnings Fund (EZM) shares owned by Wealthcare Advisory Partners from 13F filings

Historical chart of Wealthcare Advisory Partners investment in WisdomTree MidCap Earnings Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Earnings Fund by Wealthcare Advisory Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $235k 3.6k 65.90
2025-06-30 $218k 3.5k 61.77
2020-03-31 $17k 645 26.36
2019-12-31 $27k 645 41.86
2019-09-30 $25k 645 38.76
2017-12-31 $12k 304 39.47
2017-09-30 $11k 303 36.30

More positions owned by Wealthcare Advisory Partners

Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Spdr Series Trust Portfolio S&p600 (SPSM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr Series Trust Portfolio Agrgte (SPAB)
Spdr Series Trust Portfolio S&p400 (SPMD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)

View all positions for Wealthcare Advisory Partners

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