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WisdomTree SmallCap Earnings Fund shares owned by Wellington Shields Capital Management

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

Historical chart of Wellington Shields Capital 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 Wellington Shields Capital 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 Wellington Shields Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $905k 18k 49.82

More positions owned by Wellington Shields Capital Management

Flowers Foods Stock (FLO)
Microsoft Corp Stock (MSFT)
Apple Stock (AAPL)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Blackstone Stock (BX)
Mastercard Incorporated Cl A Stock (MA)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Amazon Stock (AMZN)
Jpmorgan Chase & Co Stock (JPM)
Thermo Fisher Scientific Stock (TMO)
Palo Alto Networks Stock (PANW)
Vanguard S&p 500 Etf Etf (VOO)
Advanced Micro Devices Stock (AMD)
Pioneer Nat Res Stock (PXD)
Exxon Mobil Corp Stock (XOM)

View all positions for Wellington Shields Capital Management

Top funds holding WisdomTree SmallCap Earnings Fund

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

View all funds holding WisdomTree SmallCap Earnings Fund