WisdomTree MidCap Earnings Fund shares owned by Cm Wealth Advisors
Quarter-by-quarter ownership of WisdomTree MidCap Earnings Fund (EZM) shares owned by Cm Wealth Advisors
from 13F filings
Historical chart of Cm Wealth Advisors investment in WisdomTree MidCap Earnings Fund
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All positions including WisdomTree MidCap Earnings Fund held by Cm Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $2.1M | 35k | 59.45 |
2023-06-30 | $1.9M | 35k | 55.13 |
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