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WisdomTree SmallCap Earnings Fund shares owned by Continuum Advisory

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

Historical chart of Continuum Advisory investment in WisdomTree SmallCap Earnings Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by Continuum Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4k 25 56.28
2024-06-30 $1.2k 25 47.12
2024-03-31 $1.2k 25 49.04
2019-12-31 $1.6M 40k 38.45
2019-09-30 $1.4M 39k 34.93
2019-06-30 $1.3M 35k 35.91
2019-03-31 $1.4M 37k 36.70
2018-12-31 $448k 14k 32.01

More positions owned by Continuum Advisory

Capital Group Dividend Value Etf Etf (CGDV)
Apple Stock (AAPL)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Vanguard Total Stock Market Etf Etf (VTI)
Microsoft Corp Stock (MSFT)
Vanguard Extended Market Etf Etf (VXF)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Invesco Qqq Trust Series I Etf (QQQ)
Amazon Stock (AMZN)
Vanguard Total Bond Market Etf Etf (BND)
Barnes Group Stock (B)
Nvidia Corporation Stock (NVDA)
Spdr Msci Usa Strategicfactors Etf Etf (QUS)
Vanguard Large-cap Etf Etf (VV)
Ishares S&p 100 Etf Etf (OEF)

View all positions for Continuum Advisory

Top funds holding WisdomTree SmallCap Earnings Fund

Bank of America Corporation
Morgan Stanley
Cetera Investment Advisers
LPL Financial
Savant Capital Management
Shore Point Advisors
Global Retirement Partners
Linscomb & Williams
Kathleen S. Wright Associates
Commonwealth Equity Services
Invenio Wealth Partners
Envestnet Asset Management
Royal Bank of Canada
9258 Wealth Management
Howard Bailey Securities

View all funds holding WisdomTree SmallCap Earnings Fund