WisdomTree SmallCap Earnings Fund shares owned by Collaborative Wealth Managment
Quarter-by-quarter ownership of WisdomTree SmallCap Earnings Fund (EES) shares owned by Collaborative Wealth Managment
from 13F filings
Historical chart of Collaborative Wealth Managment investment in WisdomTree SmallCap Earnings Fund
Tip: Access up to 7 years of quarterly data
All positions including WisdomTree SmallCap Earnings Fund held by Collaborative Wealth Managment consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in WisdomTree SmallCap Earnings Fund by Collaborative Wealth Managment
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $222k | 4.5k | 49.83 |
2023-06-30 | $230k | 5.1k | 44.81 |
2023-03-31 | $254k | 5.9k | 43.22 |
2022-12-31 | $229k | 5.4k | 42.59 |
2022-09-30 | $213k | 5.4k | 39.12 |
2022-06-30 | $217k | 5.3k | 41.18 |
2021-12-31 | $317k | 6.2k | 51.36 |
2021-03-31 | $249k | 5.2k | 47.99 |
More positions owned by Collaborative Wealth Managment
View all positions for Collaborative Wealth Managment
Top funds holding WisdomTree SmallCap Earnings Fund
View all funds holding WisdomTree SmallCap Earnings Fund