Arkadios Wealth Advisors »

WisdomTree SmallCap Earnings Fund shares owned by Arkadios Wealth Advisors

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

Historical chart of Arkadios 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 Arkadios 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 Arkadios Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.0M 125k 55.87
2022-06-30 $245k 6.0k 41.16
2022-03-31 $353k 7.4k 47.98
2021-12-31 $521k 10k 51.37
2021-09-30 $702k 15k 48.31
2021-06-30 $753k 15k 49.35
2021-03-31 $1.9M 40k 47.36
2020-12-31 $1.4M 35k 38.91
2020-09-30 $13k 384 32.57
2020-06-30 $17k 621 28.04
2020-03-31 $16k 697 22.32
2019-12-31 $48k 1.3k 36.68