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WisdomTree SmallCap Earnings Fund shares owned by Addison Advisors

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

Historical chart of Addison Advisors investment in WisdomTree SmallCap Earnings Fund

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

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Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by Addison Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $12k 225 52.75
2024-06-30 $11k 225 47.13
2024-03-31 $11k 225 50.12
2023-12-31 $11k 225 49.82
2023-09-30 $9.7k 225 43.27
2023-06-30 $10k 225 44.81
2023-03-31 $9.7k 225 43.22
2022-12-31 $9.6k 225 42.59
2022-09-30 $9.0k 225 40.00
2022-06-30 $9.0k 225 40.00
2022-03-31 $11k 225 48.89
2021-12-31 $12k 225 53.33
2021-09-30 $11k 225 48.89
2021-06-30 $11k 225 48.89
2020-12-31 $9.0k 225 40.00

More positions owned by Addison Advisors

Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Usa Value (VLUE)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Msci Intl Qualty (IQLT)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)
Ishares Tr Us Sml Cap Eqt (SMLF)

View all positions for Addison Advisors

Top funds holding WisdomTree SmallCap Earnings Fund

Bank of America Corporation
Morgan Stanley
Cetera Investment Advisers
LPL Financial
Savant Capital Management
Shore Point Advisors
Global Retirement Partners
Linscomb & Williams
Kathleen S. Wright Associates
Commonwealth Equity Services
Invenio Wealth Partners
Envestnet Asset Management
Royal Bank of Canada
9258 Wealth Management
Howard Bailey Securities

View all funds holding WisdomTree SmallCap Earnings Fund