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WisdomTree MidCap Earnings Fund shares owned by Theory Financial

Quarter-by-quarter ownership of WisdomTree MidCap Earnings Fund (EZM) shares owned by Theory Financial from 13F filings

Historical chart of Theory Financial investment in WisdomTree MidCap Earnings Fund

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All positions including WisdomTree MidCap Earnings Fund held by Theory Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree MidCap Earnings Fund by Theory Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.2M 68k 61.02
2023-12-31 $4.1M 72k 57.39
2023-09-30 $3.6M 70k 50.74
2023-06-30 $3.9M 73k 52.94
2023-03-31 $3.5M 71k 49.74
2022-12-31 $3.4M 70k 48.62
2022-06-30 $3.1M 66k 46.37
2022-03-31 $3.6M 66k 54.68
2021-12-31 $3.8M 68k 56.28

More positions owned by Theory Financial

Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
First Tr Exchange-traded Rba Indl Etf (AIRR)
Ishares Tr Ishares Semicdtr (SOXX)
Select Sector Spdr Tr Communication (XLC)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Value Etf (VTV)
Select Sector Spdr Tr Energy (XLE)
Vanguard World Financials Etf (VFH)

View all positions for Theory Financial

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