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WisdomTree SmallCap Earnings Fund shares owned by Arlington Trust

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

Historical chart of Arlington Trust investment in WisdomTree SmallCap Earnings Fund

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

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Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by Arlington Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $28k 500 55.87
2025-06-30 $26k 500 50.96
2025-03-31 $24k 500 48.84

More positions owned by Arlington Trust

Vanguard Total Stock Market ETF (VTI)
Vanguard High Dividend Yield ETF (VYM)
Vanguard Europe Pacific ETF (VEA)
Vanguard Dividend Appreciation ETF (VIG)
Vanguard Int High Dvd Yld In exchange traded funds (VYMI)
Invesco S&p 500 Equal Weight Etf (RSP)
Apple (AAPL)
Schwab Strategic Tr us lrg cap etf (SCHX)
Microsoft Corporation (MSFT)
Berkshire Hathaway (BRK.B)
Spdr S&p 500 Etf (SPY)
iShares S&P 500 Value Index (IVE)
NVIDIA Corporation (NVDA)
Proshares Tr russ 2000 divd (SMDV)
Alphabet Inc Class A cs (GOOGL)

View all positions for Arlington Trust

Top funds holding WisdomTree SmallCap Earnings Fund

UBS Group
Morgan Stanley
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

View all funds holding WisdomTree SmallCap Earnings Fund