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WisdomTree MidCap Earnings Fund shares owned by ICA Group Wealth Management

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

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

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Quarterly reported holdings in WisdomTree MidCap Earnings Fund by ICA Group Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $34k 555 61.02
2023-12-31 $32k 555 57.39
2023-06-30 $29k 555 52.94
2023-03-31 $28k 555 49.74
2022-12-31 $27k 555 48.62

More positions owned by ICA Group Wealth Management

Invesco Qqq MF Closed and MF Open (QQQ)
First Trust MF Closed and MF Open (FDL)
SPDR S&P MF Closed and MF Open (VLU)
Invesco S&p MF Closed and MF Open (XMHQ)
Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (IVV)
First Trust MF Closed and MF Open (FVD)
SPDR S&P MF Closed and MF Open (SPY)
Vanguard Value MF Closed and MF Open (VTV)
Nvidia Corp Common Stock (NVDA)
Vanguard Information MF Closed and MF Open (VGT)
First Trust MF Closed and MF Open (BUFR)
First Trust MF Closed and MF Open (RDVY)
First Trust MF Closed and MF Open (FTCS)
Microsoft Corp Common Stock (MSFT)

View all positions for ICA Group Wealth Management

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