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WisdomTree SmallCap Earnings Fund shares owned by CoreCap Advisors

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

Historical chart of CoreCap 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 CoreCap 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 CoreCap Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $133k 2.4k 55.87
2025-06-30 $124k 2.4k 50.96
2025-03-31 $120k 2.5k 48.84
2024-12-31 $119k 2.2k 53.94
2024-09-30 $140k 2.7k 52.75
2024-06-30 $127k 2.7k 47.13
2024-03-31 $155k 3.1k 50.12
2022-12-31 $117k 2.8k 42.59
2022-06-30 $0 12 0.00
2021-12-31 $999 12 83.33

More positions owned by CoreCap Advisors

Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Total Bond Market Etf Etf (BND)
Technology Select Sector Spdr Fund Etf (XLK)
Vanguard S&p 500 Etf Etf (VOO)
Invesco Qqq Trust Series I Etf (QQQ)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Nvidia Corporation Stock (NVDA)
Goldman Sachs Marketbeta U.s. Equity Etf Etf (GSUS)
Apple Stock (AAPL)
Schwab U.s. Small-cap Etf Etf (SCHA)
Ishares Core S&p 500 Etf Etf (IVV)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard Growth Etf Etf (VUG)
Invesco S&p 500 Equal Weight Etf Etf (RSP)

View all positions for CoreCap Advisors

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