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WisdomTree SmallCap Earnings Fund shares owned by HighPoint Advisor

Quarter-by-quarter ownership of WisdomTree SmallCap Earnings Fund (EES) shares owned by HighPoint Advisor from 13F filings

Historical chart of HighPoint Advisor investment in WisdomTree SmallCap Earnings Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by HighPoint Advisor

Quarter filed Position value Share count Share price at filing
2026-03-31 $593k 10k 58.05
2025-12-31 $589k 10k 56.93

More positions owned by HighPoint Advisor

State Street MF Closed and MF Open (SPY)
State Street MF Closed and MF Open (SPDW)
State Street MF Closed and MF Open (SPYG)
Invesco Qqq MF Closed and MF Open (QQQ)
State Street MF Closed and MF Open (XLK)
State Street MF Closed and MF Open (SPYM)
Wisdomtree Us MF Closed and MF Open (DGRW)
Jpmorgan MF Closed and MF Open (JIRE)
Ishares Core MF Closed and MF Open (ITOT)
Dimensional Intl MF Closed and MF Open (DFAI)
Avantis Emerging MF Closed and MF Open (AVEM)
Nvidia Corp Common Stock (NVDA)
Apple Common Stock (AAPL)
State Street MF Closed and MF Open (SPYV)
State Street MF Closed and MF Open (SPTM)

View all positions for HighPoint Advisor

Top funds holding WisdomTree SmallCap Earnings Fund

Morgan Stanley
UBS Group
LPL Financial
Bank of America Corporation
Ameriprise Financial
Cetera Investment Advisers
Key FInancial
Raymond James Financial
Savant Capital Management
Arkadios Wealth Advisors
Wells Fargo & Company
Linscomb & Williams
Royal Bank of Canada
Mariner Wealth Advisors
TopTier Wealth Management

View all funds holding WisdomTree SmallCap Earnings Fund