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WisdomTree MidCap Earnings Fund shares owned by Apella Capital

Quarter-by-quarter ownership of WisdomTree MidCap Earnings Fund (EZM) shares owned by Apella Capital from 13F filings

Historical chart of Apella Capital investment in WisdomTree MidCap Earnings Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree MidCap Earnings Fund by Apella Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 21k 60.00
2023-12-31 $1.2M 21k 55.76

More positions owned by Apella Capital

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard World Mega Cap Index (MGC)
Ishares Tr Msci Usa Mmentm (MTUM)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Equity Etf (DFUS)

View all positions for Apella Capital

Top funds holding WisdomTree MidCap Earnings Fund

UBS Group
Bank of America Corporation
Branch Banking & Trust Company
Davenport & Co
Morgan Stanley
Eqis Capital Management
Raymond James Financial Services Advisors
Baird Financial
Ieq Capital
Cetera Investment Advisers
HighTower Advisors
Royal Bank of Canada
Private Advisor
LPL Financial
Bsc Private Wealth Management

View all funds holding WisdomTree MidCap Earnings Fund