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WisdomTree SmallCap Earnings Fund shares owned by Atria Wealth Solutions

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

Historical chart of Atria Wealth Solutions investment in WisdomTree SmallCap Earnings Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $363k 6.9k 52.75
2024-06-30 $324k 6.9k 47.13
2024-03-31 $364k 7.3k 50.12
2023-12-31 $384k 7.7k 49.82
2023-09-30 $353k 8.2k 43.27
2023-06-30 $364k 8.1k 44.81
2023-03-31 $345k 8.0k 43.22
2022-12-31 $336k 7.9k 42.59
2022-09-30 $309k 7.9k 39.15
2022-06-30 $338k 8.2k 41.06
2022-03-31 $383k 8.0k 47.96