Clear Point Advisors »

WisdomTree MidCap Earnings Fund shares owned by Clear Point Advisors

Quarter-by-quarter ownership of WisdomTree MidCap Earnings Fund (EZM) shares owned by Clear Point Advisors from 13F filings

Historical chart of Clear Point Advisors investment in WisdomTree MidCap Earnings Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree MidCap Earnings Fund held by Clear Point Advisors 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 Clear Point Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $40k 653 61.02
2023-12-31 $48k 830 57.40

More positions owned by Clear Point Advisors

Schwab Us Large Cap Growth Etf Uie (SCHG)
Doubleline Shiller Cape Us Equts Etf Uie (CAPE)
Invsc Qqq Trust Srs 1 Etf Iv Uie (QQQ)
Schwab Us Broad Market Etf Uie (SCHB)
Innovator Us Equity Power Buffer Etf Uie (PJUN)
Spdr S&p 500 Etf Uie (SPY)
Spdr S&p Midcap 400 Etf Uie (MDY)
Pimco Enhanced Shrt Maturty Actv Etf Uie (MINT)
First Trust Enhanced Short Mtrty Etf Uie (FTSM)
Apple (AAPL)
Jpmorgan Ultra Shrt Muncipl Incm Etf Uie (JMST)
Schwab Us Large Cap Etf Uie (SCHX)
Jpmorgan Active Bond Etf Iv Uie (JBND)
Graniteshares Gold Etf Uie (BAR)
First Trust Senior Loan Etf Uie (FTSL)

View all positions for Clear Point Advisors

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