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WisdomTree SmallCap Earnings Fund shares owned by Ameriflex Group

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

Historical chart of Ameriflex Group investment in WisdomTree SmallCap Earnings Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by Ameriflex Group

Quarter filed Position value Share count Share price at filing
2025-03-31 $90k 1.8k 48.84
2024-12-31 $172k 3.1k 55.16

More positions owned by Ameriflex Group

Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf SHS (VOO)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Costco Wholesale Corporation (COST)
Union Pacific Corporation (UNP)
Amazon (AMZN)
Proshares Tr S&p 500 Dv Arist Ist (NOBL)
Alphabet Inc Cap Stk Cl C C (GOOG)
Berkshire Hathaway Inc Del Cl B B (BRK.B)
Alphabet Inc Cap Stk Cl A A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit Nit (SPY)
Invesco Qqq Tr Unit Ser 1 R 1 (QQQ)
Fidelity National Financial SHS (FNF)

View all positions for Ameriflex Group

Top funds holding WisdomTree SmallCap Earnings Fund

UBS Group
LPL Financial
Ameriprise Financial
Cetera Investment Advisers
Key FInancial
Shore Point Advisors
Savant Capital Management
Raymond James Financial
Linscomb & Williams
Kathleen S. Wright Associates
Arkadios Wealth Advisors
Wells Fargo & Company
Amplius Wealth Advisors
Envestnet Asset Management
Royal Bank of Canada

View all funds holding WisdomTree SmallCap Earnings Fund