WisdomTree SmallCap Earnings Fund shares owned by 9258 Wealth Management
Quarter-by-quarter ownership of WisdomTree SmallCap Earnings Fund (EES) shares owned by 9258 Wealth Management
from 13F filings
Historical chart of 9258 Wealth Management investment in WisdomTree SmallCap Earnings Fund
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Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by 9258 Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.2M | 80k | 52.75 |
| 2024-06-30 | $4.1M | 86k | 47.13 |
| 2024-03-31 | $4.3M | 86k | 50.12 |
| 2023-12-31 | $4.3M | 86k | 49.82 |
| 2023-09-30 | $3.7M | 87k | 43.27 |
| 2023-06-30 | $3.9M | 87k | 44.81 |
| 2023-03-31 | $3.9M | 91k | 43.22 |
| 2022-12-31 | $3.9M | 91k | 42.59 |
| 2022-09-30 | $3.6M | 91k | 39.17 |
| 2022-06-30 | $3.8M | 93k | 41.12 |
| 2022-03-31 | $4.5M | 93k | 47.96 |
| 2021-12-31 | $4.8M | 93k | 51.40 |
| 2021-09-30 | $4.5M | 93k | 48.33 |
| 2021-06-30 | $4.6M | 93k | 49.39 |
| 2021-03-31 | $4.4M | 93k | 47.38 |
| 2020-12-31 | $3.6M | 93k | 38.92 |
| 2020-09-30 | $3.0M | 96k | 30.71 |
| 2020-06-30 | $3.1M | 108k | 28.38 |
| 2020-03-31 | $2.7M | 110k | 24.77 |
| 2019-12-31 | $4.3M | 113k | 38.45 |
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