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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Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $146k | 2.6k | 55.87 |
| 2025-06-30 | $118k | 2.3k | 50.96 |
| 2025-03-31 | $119k | 2.4k | 48.84 |
| 2024-12-31 | $167k | 3.1k | 53.93 |
| 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 |
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