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WisdomTree SmallCap Earnings Fund shares owned by Intrua Financial

Quarter-by-quarter ownership of WisdomTree SmallCap Earnings Fund (EES) shares owned by Intrua Financial from 13F filings

Historical chart of Intrua Financial investment in WisdomTree SmallCap Earnings Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by Intrua Financial

Quarter filed Position value Share count Share price at filing
2023-03-31 $815k 20k 40.87
2022-12-31 $915k 20k 44.96
2022-09-30 $821k 21k 39.18
2022-06-30 $889k 22k 41.10
2022-03-31 $1.0M 22k 47.94
2021-12-31 $1.1M 22k 51.40
2021-09-30 $1.1M 22k 49.26
2021-06-30 $1.1M 22k 49.73
2021-03-31 $1.1M 23k 48.43
2020-12-31 $677k 17k 38.94
2020-09-30 $643k 19k 34.39
2020-06-30 $532k 17k 31.79

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Ishares Tr Msci Usa Min Vol (USMV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Intrua Financial

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