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WisdomTree SmallCap Earnings Fund shares owned by Howard Wealth Management

Quarter-by-quarter ownership of WisdomTree SmallCap Earnings Fund (EES) shares owned by Howard Wealth Management from 13F filings

Historical chart of Howard Wealth Management investment in WisdomTree SmallCap Earnings Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree SmallCap Earnings Fund held by Howard Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by Howard Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $985k 20k 50.12
2023-12-31 $979k 20k 49.82
2023-09-30 $851k 20k 43.27
2023-06-30 $881k 20k 44.81
2023-03-31 $854k 20k 43.22
2022-12-31 $874k 21k 42.59
2022-09-30 $803k 21k 39.14
2022-06-30 $893k 22k 41.10
2022-03-31 $1.0M 22k 47.92
2021-12-31 $1.1M 22k 51.36
2021-09-30 $1.1M 22k 48.32
2021-06-30 $1.1M 22k 49.37
2021-03-31 $1.0M 22k 47.35
2020-12-31 $901k 23k 38.91
2020-09-30 $981k 33k 29.87
2020-06-30 $947k 33k 28.35
2020-03-31 $1.0M 47k 22.31
2019-12-31 $2.1M 54k 38.45

More positions owned by Howard Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Small Cp Etf (VB)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Howard Wealth Management

Top funds holding WisdomTree SmallCap Earnings Fund

Morgan Stanley
UBS Group
Bank of America Corporation
Ameriprise Financial
LPL Financial
Savant Capital Management
Shore Point Advisors
Linscomb & Williams
Eqis Capital Management
Raymond James Financial Services Advisors
Kathleen S. Wright Associates
Commonwealth Equity Services
Envestnet Asset Management
Global Retirement Partners
Invenio Wealth Partners

View all funds holding WisdomTree SmallCap Earnings Fund