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WisdomTree SmallCap Earnings Fund shares owned by AE Wealth Management

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

Historical chart of AE Wealth Management investment in WisdomTree SmallCap Earnings Fund

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All positions including WisdomTree SmallCap Earnings Fund held by AE Wealth 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 AE Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $285k 5.4k 52.75
2023-12-31 $4.9M 101k 48.37
2023-09-30 $3.6M 84k 43.27
2023-06-30 $3.8M 85k 44.81
2023-03-31 $3.5M 82k 43.22
2022-12-31 $3.2M 75k 42.59
2022-09-30 $2.7M 70k 39.17
2019-12-31 $5.1M 133k 38.45
2019-09-30 $4.0M 112k 35.60
2019-06-30 $1.7M 48k 35.88

More positions owned by AE Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Amazon (AMZN)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Rus Tp200 Gr Etf (IWY)
American Centy Etf Tr Avantis Core Fi (AVIG)
Alphabet Cap Stk Cl A (GOOGL)
Aim Etf Products Trust Allianzim Us Lgr (AUGT)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for AE Wealth Management

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