WisdomTree SmallCap Earnings Fund shares owned by Howard Wealth Management
Quarter-by-quarter ownership of WisdomTree SmallCap Earnings Fund (EES) shares owned by Howard Wealth Management
from 13F filings
Historical chart of Howard Wealth Management investment in WisdomTree SmallCap Earnings Fund
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Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by Howard Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 19k | 55.87 |
| 2025-06-30 | $981k | 19k | 50.96 |
| 2025-03-31 | $940k | 19k | 48.84 |
| 2024-12-31 | $1.0M | 19k | 53.94 |
| 2024-09-30 | $1.0M | 19k | 52.75 |
| 2024-06-30 | $926k | 20k | 47.13 |
| 2024-03-31 | $985k | 20k | 50.12 |
| 2023-12-31 | $979k | 20k | 49.82 |
| 2023-09-30 | $851k | 20k | 43.27 |
| 2023-06-30 | $881k | 20k | 44.81 |
| 2023-03-31 | $854k | 20k | 43.22 |
| 2022-12-31 | $874k | 21k | 42.59 |
| 2022-09-30 | $803k | 21k | 39.14 |
| 2022-06-30 | $893k | 22k | 41.10 |
| 2022-03-31 | $1.0M | 22k | 47.92 |
| 2021-12-31 | $1.1M | 22k | 51.36 |
| 2021-09-30 | $1.1M | 22k | 48.32 |
| 2021-06-30 | $1.1M | 22k | 49.37 |
| 2021-03-31 | $1.0M | 22k | 47.35 |
| 2020-12-31 | $901k | 23k | 38.91 |
| 2020-09-30 | $981k | 33k | 29.87 |
| 2020-06-30 | $947k | 33k | 28.35 |
| 2020-03-31 | $1.0M | 47k | 22.31 |
| 2019-12-31 | $2.1M | 54k | 38.45 |
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