Amplius Wealth Advisors »

WisdomTree SmallCap Earnings Fund shares owned by Amplius Wealth Advisors

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

Historical chart of Amplius Wealth Advisors investment in WisdomTree SmallCap Earnings Fund

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by Amplius Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.8M 119k 56.93
2025-09-30 $6.8M 122k 55.87
2025-06-30 $7.4M 145k 50.96
2022-06-30 $208k 5.1k 41.07
2022-03-31 $1.6M 34k 47.94
2021-12-31 $489k 9.5k 51.37

More positions owned by Amplius Wealth Advisors

Ea Series Trust Amplius Aggressv (AAAA)
Putnam Etf Trust Focused Lar Cap (PVAL)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
RBB Motley Fol Etf (TMFC)
Ishares Tr 0-5 Yr Tips Etf (STIP)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Ishares Tr Global 100 Etf (IOO)
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)
Ishares Tr Core S&p Scp Etf (IJR)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Capital Group International SHS (CGIC)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 100 Etf (OEF)
Chubb (CB)

View all positions for Amplius Wealth Advisors

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
Arkadios Wealth Advisors
Wells Fargo & Company
Kathleen S. Wright Associates
Amplius Wealth Advisors
Royal Bank of Canada
Warren Averett Asset Management

View all funds holding WisdomTree SmallCap Earnings Fund