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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
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 Corp Common Stock (SYK)
Vanguard Index Fds S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Russell Mid-cap Etf Exchange Traded Fund (IWR)
Spdr S&p 500 Etf Trust Exchange Traded Fund (SPY)
Ishares Russell 2000 Etf Exchange Traded Fund (IWM)
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)
Vanguard Index Fds Total Stk Mkt Exchange Traded Fund (VTI)
Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
Ishares Core S&p Mid-cap Etf Exchange Traded Fund (IJH)
Alphabet Inc Cap Stk Cl A Common Stock (GOOGL)
Costco Whsl Corp Common Stock (COST)
Oracle Corp Common Stock (ORCL)
Visa Inc Com Cl A Common Stock (V)
Schlumberger Common Stock (SLB)

View all positions for First Western Trust Bank

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