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
Download as csvQuarterly reported holdings in WisdomTree SmallCap Earnings Fund by Addison Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13k | 225 | 55.87 |
| 2025-06-30 | $12k | 225 | 50.96 |
| 2025-03-31 | $11k | 225 | 48.84 |
| 2024-12-31 | $12k | 225 | 53.94 |
| 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 |
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