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WisdomTree SmallCap Earnings Fund shares owned by Graves-Light Private Wealth Management

Quarter-by-quarter ownership of WisdomTree SmallCap Earnings Fund (EES) shares owned by Graves-Light Private Wealth Management from 13F filings

Historical chart of Graves-Light Private Wealth Management investment in WisdomTree SmallCap Earnings Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree SmallCap Earnings Fund held by Graves-Light Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by Graves-Light Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $218k 3.9k 55.87
2024-12-31 $210k 3.9k 53.94
2022-06-30 $160k 3.9k 41.03
2022-03-31 $187k 3.9k 47.95
2021-12-31 $200k 3.9k 51.28
2021-09-30 $188k 3.9k 48.21
2021-06-30 $193k 3.9k 49.49
2021-03-31 $185k 3.9k 47.44
2020-12-31 $152k 3.9k 38.97