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WisdomTree SmallCap Earnings Fund shares owned by Claro Advisors

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

Historical chart of Claro 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 Claro Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by Claro Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $414k 8.3k 50.12
2023-12-31 $516k 10k 49.82
2023-09-30 $439k 10k 43.27
2023-06-30 $453k 10k 44.81
2023-03-31 $407k 9.4k 43.22
2022-12-31 $389k 9.1k 42.59
2022-09-30 $286k 7.0k 41.07
2022-06-30 $286k 7.0k 41.07

More positions owned by Claro Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Klaviyo Com Ser A (KVYO)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)
IDEXX Laboratories (IDXX)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Claro Advisors

Top funds holding WisdomTree SmallCap Earnings Fund

UBS Group
Bank of America Corporation
Savant Capital Management
Shore Point Advisors
Linscomb & Williams
Raymond James Financial Services Advisors
Kathleen S. Wright Associates
Commonwealth Equity Services
Global Retirement Partners
AE Wealth Management
9258 Wealth Management
Wells Fargo & Company
Royal Bank of Canada
First Western Trust Bank
Private Advisor

View all funds holding WisdomTree SmallCap Earnings Fund