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WisdomTree SmallCap Earnings Fund shares owned by Howard Bailey Securities

Quarter-by-quarter ownership of WisdomTree SmallCap Earnings Fund (EES) shares owned by Howard Bailey Securities from 13F filings

Historical chart of Howard Bailey Securities investment in WisdomTree SmallCap Earnings Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by Howard Bailey Securities

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9M 52k 55.87
2025-06-30 $2.5M 49k 50.96
2025-03-31 $2.4M 49k 48.84
2024-12-31 $4.0M 74k 53.94
2024-09-30 $3.9M 75k 52.75

More positions owned by Howard Bailey Securities

Ishares Tr Rus Tp200 Gr Etf (IWY)
Capitol Ser Tr Sterling Cap Enh (SCEC)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Wisdomtree Tr Us Efficient Cor (NTSX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Eafe Value Etf (EFV)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Rus Mdcp Val Etf (IWS)
Wisdomtree Tr Dynamic Intl Eqt (DDWM)
Wisdomtree Tr Em Ex St-owned (XSOE)
Wisdomtree Tr Us Largecap Divd (DLN)
Ishares Core Msci Emkt (IEMG)

View all positions for Howard Bailey Securities

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