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WisdomTree SmallCap Earnings Fund shares owned by Equitable Holdings

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

Historical chart of Equitable Holdings investment in WisdomTree SmallCap Earnings Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by Equitable Holdings

Quarter filed Position value Share count Share price at filing
2024-06-30 $261k 5.5k 47.13
2024-03-31 $261k 5.2k 50.12

More positions owned by Equitable Holdings

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Morningstar Grwt (ILCG)
Select Sector Spdr Tr Technology (XLK)
Vanguard World Inf Tech Etf (VGT)
Ishares Tr Expnd Tec Sc Etf (IGM)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds Value Etf (VTV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Equitable Holdings

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