Westwood Wealth Management »

WisdomTree MidCap Earnings Fund shares owned by Westwood Wealth Management

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

Historical chart of Westwood Wealth 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 Westwood Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree MidCap Earnings Fund by Westwood Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.9M 43k 66.80

More positions owned by Westwood Wealth Management

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Vanguard Bd Index Fds Intermed Term (BIV)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Spdr Series Trust State Street Spd (SPYG)
T Rowe Price Etf Price Grw Stock (TGRW)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Wisdomtree Tr Us Midcap Fund (EZM)
Spdr Series Trust State Street Spd (SJNK)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Quanta Services (PWR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Mcap Gr Idxvip (VOT)

View all positions for Westwood Wealth Management

Top funds holding WisdomTree MidCap Earnings Fund

LPL Financial
Davenport & Co
UBS Group
Branch Banking & Trust Company
Baird Financial
Eqis Capital Management
Consolidated Planning Corp
Ieq Capital
Bsc Private Wealth Management
Private Advisor
HighTower Advisors
Raymond James Financial
Jpmorgan Chase & Co
Steward Partners Investment Advisory
Provident Wealth Management

View all funds holding WisdomTree MidCap Earnings Fund