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WisdomTree SmallCap Earnings Fund shares owned by First Western Trust Bank

Quarter-by-quarter ownership of WisdomTree SmallCap Earnings Fund (EES) shares owned by First Western Trust Bank from 13F filings

Historical chart of First Western Trust Bank investment in WisdomTree SmallCap Earnings Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree SmallCap Earnings Fund held by First Western Trust Bank consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by First Western Trust Bank

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.7M 70k 52.75
2024-06-30 $3.3M 70k 47.13
2024-03-31 $3.5M 70k 50.12
2023-12-31 $3.5M 70k 49.82
2023-09-30 $3.0M 70k 43.27
2023-06-30 $3.1M 70k 44.81
2023-03-31 $3.0M 70k 43.22

More positions owned by First Western Trust Bank

Stryker Corporation Common Stock (SYK)
Vanguard Index Fds Exchange Traded Fund (VOO)
Ishares Tr Exchange Traded Fund (IWR)
Spdr S&p 500 Etf Tr Exchange Traded Fund (SPY)
Ishares Tr Exchange Traded Fund (IWM)
Vanguard Tax-managed Fds Exchange Traded Fund (VEA)
Vanguard Index Fds Exchange Traded Fund (VTI)
Invesco Exchange Traded Fd Tr Exchange Traded Fund (RSP)
Apple Common Stock (AAPL)
Ishares Tr Fixed Income ETF (IBTE)
Microsoft Corp Common Stock (MSFT)
Oracle Corp Common Stock (ORCL)
Alphabet Common Stock (GOOGL)
Ishares Tr Exchange Traded Fund (IJH)
Woodward Common Stock (WWD)

View all positions for First Western Trust Bank

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