WisdomTree SmallCap Earnings Fund shares owned by Berger Financial Group
Quarter-by-quarter ownership of WisdomTree SmallCap Earnings Fund (EES) shares owned by Berger Financial Group
from 13F filings
Historical chart of Berger Financial Group investment in WisdomTree SmallCap Earnings Fund
Tip: Access up to 7 years of quarterly data
All positions including WisdomTree SmallCap Earnings Fund held by Berger Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by Berger Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $277k | 5.0k | 55.87 |
| 2025-06-30 | $277k | 5.4k | 50.96 |
| 2025-03-31 | $266k | 5.4k | 48.84 |
| 2024-12-31 | $376k | 7.0k | 53.94 |
| 2024-09-30 | $368k | 7.0k | 52.75 |
| 2024-03-31 | $349k | 7.0k | 50.12 |
| 2023-12-31 | $347k | 7.0k | 49.82 |
| 2023-09-30 | $331k | 7.7k | 43.27 |
| 2023-06-30 | $343k | 7.7k | 44.81 |
| 2023-03-31 | $331k | 7.7k | 43.22 |
| 2022-12-31 | $426k | 10k | 42.59 |
| 2022-09-30 | $392k | 10k | 39.17 |
| 2022-06-30 | $411k | 10k | 41.07 |
| 2022-03-31 | $499k | 10k | 47.98 |
| 2021-12-31 | $535k | 10k | 51.44 |
| 2021-09-30 | $566k | 12k | 48.34 |
| 2021-06-30 | $578k | 12k | 49.37 |
| 2021-03-31 | $538k | 11k | 47.38 |
| 2020-12-31 | $3.0M | 77k | 38.93 |
Top funds holding WisdomTree SmallCap Earnings Fund
View all funds holding WisdomTree SmallCap Earnings Fund