EPG Wealth Management »

WisdomTree SmallCap Earnings Fund shares owned by EPG Wealth Management

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

Historical chart of EPG Wealth Management investment in WisdomTree SmallCap Earnings Fund

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by EPG Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $31k 653 46.98
2023-09-30 $28k 653 43.27
2023-06-30 $29k 653 44.81
2023-03-31 $28k 653 43.22
2022-12-31 $26k 613 42.59
2022-09-30 $24k 613 39.15
2022-03-31 $29k 613 47.31
2021-12-31 $32k 613 52.20
2021-09-30 $30k 613 48.94
2020-03-31 $62k 2.8k 22.21

More positions owned by EPG Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Msci Intl Qualty (IQLT)
NVIDIA Corporation (NVDA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Select Sector Spdr Tr Technology (XLK)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for EPG Wealth Management

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