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WisdomTree SmallCap Earnings Fund shares owned by Essex Financial Services

Quarter-by-quarter ownership of WisdomTree SmallCap Earnings Fund (EES) shares owned by Essex Financial Services from 13F filings

Historical chart of Essex Financial Services investment in WisdomTree SmallCap Earnings Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by Essex Financial Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $283k 5.6k 50.12
2023-12-31 $281k 5.6k 49.82
2023-09-30 $244k 5.6k 43.27
2023-06-30 $253k 5.6k 44.81
2023-03-31 $244k 5.6k 43.22
2022-12-31 $240k 5.6k 42.55
2022-09-30 $245k 6.3k 39.17
2022-06-30 $257k 6.3k 41.09
2022-03-31 $319k 6.7k 47.91
2021-12-31 $290k 5.6k 51.42
2021-09-30 $273k 5.6k 48.40
2021-06-30 $279k 5.6k 49.47
2015-03-31 $211k 2.5k 84.57
2014-12-31 $201k 2.4k 82.78