WisdomTree MidCap Earnings Fund shares owned by A. Montag and Associates
Quarter-by-quarter ownership of WisdomTree MidCap Earnings Fund (EZM) shares owned by A. Montag and Associates
from 13F filings
Historical chart of A. Montag and Associates investment in WisdomTree MidCap Earnings Fund
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Quarterly reported holdings in WisdomTree MidCap Earnings Fund by A. Montag and Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $194k | 3.2k | 61.01 |
| 2023-12-31 | $182k | 3.2k | 57.39 |
| 2023-09-30 | $160k | 3.2k | 50.74 |
| 2023-06-30 | $167k | 3.1k | 52.94 |
| 2023-03-31 | $156k | 3.1k | 49.74 |
| 2022-12-31 | $152k | 3.1k | 48.62 |
| 2022-09-30 | $137k | 3.1k | 44.04 |
| 2022-06-30 | $142k | 3.1k | 45.85 |
| 2022-03-31 | $169k | 3.1k | 54.78 |
| 2021-12-31 | $173k | 3.1k | 56.22 |
| 2021-09-30 | $160k | 3.1k | 52.12 |
| 2021-06-30 | $160k | 3.1k | 52.41 |
| 2021-03-31 | $155k | 3.0k | 50.92 |
| 2020-12-31 | $132k | 3.0k | 43.38 |
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