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WisdomTree SmallCap Earnings Fund shares owned by Sweet Financial Partners

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

Historical chart of Sweet Financial Partners investment in WisdomTree SmallCap Earnings Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by Sweet Financial Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $601k 12k 50.12
2023-12-31 $598k 12k 49.82
2023-09-30 $476k 11k 43.27
2023-06-30 $493k 11k 44.81
2023-03-31 $475k 11k 43.22
2022-12-31 $469k 11k 42.59
2022-09-30 $392k 10k 39.20
2022-06-30 $411k 10k 41.10
2022-03-31 $480k 10k 48.00
2021-12-31 $514k 10k 51.40

More positions owned by Sweet Financial Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Vanguard Intl Equity Index F Vanguard Intl Equity Index F (VEU)
Ishares Tr Exponential Tech (XT)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
First Tr Exchange-traded Growth Strength (FTGS)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Wisdomtree Tr Em Ex St-owned (XSOE)
Spdr Ser Tr Portfolio Short (SPSB)
Apple (AAPL)
Spdr Index Shs Fds S&p North Amer (NANR)
Microsoft Corporation (MSFT)
Visa Com Cl A (V)

View all positions for Sweet Financial Partners

Top funds holding WisdomTree SmallCap Earnings Fund

UBS Group
Bank of America Corporation
LPL Financial
Savant Capital Management
Shore Point Advisors
Linscomb & Williams
Raymond James Financial Services Advisors
Kathleen S. Wright Associates
Commonwealth Equity Services
Global Retirement Partners
Invenio Wealth Partners
AE Wealth Management
9258 Wealth Management
Wells Fargo & Company
Royal Bank of Canada

View all funds holding WisdomTree SmallCap Earnings Fund