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
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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 csvQuarterly 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 |
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