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WisdomTree MidCap Earnings Fund shares owned by First Western Trust Bank

Quarter-by-quarter ownership of WisdomTree MidCap Earnings Fund (EZM) shares owned by First Western Trust Bank from 13F filings

Historical chart of First Western Trust Bank investment in WisdomTree MidCap Earnings Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree MidCap Earnings Fund held by First Western Trust Bank consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree MidCap Earnings Fund by First Western Trust Bank

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.8M 62k 61.02
2023-12-31 $3.6M 62k 57.39
2023-09-30 $3.1M 62k 50.74
2023-06-30 $3.3M 62k 52.94
2023-03-31 $3.1M 62k 49.74

More positions owned by First Western Trust Bank

Stryker Corporation Common Stock (SYK)
Vanguard Index Fds Exchange Traded Fund (VOO)
Ishares Tr Exchange Traded Fund (IWR)
Spdr S&p 500 Etf Tr Exchange Traded Fund (SPY)
Ishares Tr Exchange Traded Fund (IWM)
Vanguard Tax-managed Fds Exchange Traded Fund (VEA)
Vanguard Index Fds Exchange Traded Fund (VTI)
Ishares Tr Fixed Income ETF (IBTE)
Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
Ishares Tr Exchange Traded Fund (IJH)
Alphabet Common Stock (GOOGL)
Oracle Corp Common Stock (ORCL)
Visa Common Stock (V)
Costco Whsl Corp Common Stock (COST)

View all positions for First Western Trust Bank

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