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WisdomTree SmallCap Earnings Fund shares owned by Flagship Harbor Advisors

Quarter-by-quarter ownership of WisdomTree SmallCap Earnings Fund (EES) shares owned by Flagship Harbor Advisors from 13F filings

Historical chart of Flagship Harbor Advisors investment in WisdomTree SmallCap Earnings Fund

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

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Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by Flagship Harbor Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $825k 15k 55.87
2025-06-30 $762k 15k 50.96
2025-03-31 $718k 15k 48.84
2024-12-31 $831k 15k 53.94
2024-09-30 $818k 16k 52.75
2024-06-30 $670k 14k 47.13
2024-03-31 $766k 15k 50.12
2023-12-31 $729k 15k 49.82
2023-09-30 $631k 15k 43.27
2023-06-30 $675k 15k 44.81
2023-03-31 $659k 15k 43.22
2022-12-31 $496k 12k 42.59
2022-09-30 $454k 12k 39.20
2022-06-30 $563k 14k 41.13
2022-03-31 $658k 14k 47.94
2021-12-31 $706k 14k 51.44
2021-09-30 $449k 9.1k 49.44
2021-06-30 $449k 9.1k 49.44
2021-03-31 $444k 9.4k 47.41
2020-12-31 $365k 9.4k 38.97
2020-09-30 $279k 9.4k 29.79
2020-06-30 $321k 11k 28.37
2020-03-31 $253k 11k 22.36
2019-12-31 $492k 13k 38.45
2019-09-30 $453k 13k 35.58
2019-06-30 $447k 13k 35.81
2019-03-31 $586k 16k 36.05
2018-12-31 $467k 15k 31.98
2018-09-30 $568k 14k 39.37
2018-06-30 $558k 14k 38.67
2018-03-31 $429k 12k 34.85
2017-12-31 $373k 10k 36.81
2017-09-30 $351k 10k 35.17
2017-06-30 $292k 9.0k 32.57
2017-03-31 $267k 8.5k 31.48

More positions owned by Flagship Harbor Advisors

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
NVIDIA Corporation (NVDA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core Us Aggbd Et (AGG)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Wisdomtree Tr Floatng Rat Trea (USFR)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Flagship Harbor Advisors

Top funds holding WisdomTree SmallCap Earnings Fund

UBS Group
Morgan Stanley
LPL Financial
Ameriprise Financial
Cetera Investment Advisers
Key FInancial
Shore Point Advisors
Savant Capital Management
Raymond James Financial
Linscomb & Williams
Kathleen S. Wright Associates
Arkadios Wealth Advisors
Wells Fargo & Company
Amplius Wealth Advisors
Envestnet Asset Management

View all funds holding WisdomTree SmallCap Earnings Fund