WisdomTree SmallCap Earnings Fund shares owned by IFP Advisors
Quarter-by-quarter ownership of WisdomTree SmallCap Earnings Fund (EES) shares owned by IFP Advisors
from 13F filings
Historical chart of IFP Advisors investment in WisdomTree SmallCap Earnings Fund
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Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by IFP Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $35k | 624 | 55.87 |
| 2025-06-30 | $32k | 624 | 50.96 |
| 2025-03-31 | $31k | 624 | 48.84 |
| 2024-12-31 | $31k | 573 | 53.94 |
| 2024-09-30 | $30k | 573 | 52.75 |
| 2024-06-30 | $27k | 573 | 47.13 |
| 2024-03-31 | $29k | 573 | 50.12 |
| 2023-12-31 | $32k | 647 | 49.82 |
| 2023-09-30 | $64k | 1.5k | 43.27 |
| 2023-06-30 | $50k | 1.3k | 38.39 |
| 2023-03-31 | $71k | 1.9k | 38.39 |
| 2022-12-31 | $2.4M | 62k | 38.71 |
| 2022-09-30 | $2.4M | 63k | 38.68 |
| 2022-06-30 | $2.4M | 61k | 38.66 |
| 2022-03-31 | $81k | 2.0k | 40.50 |
| 2021-12-31 | $100k | 1.9k | 52.03 |
| 2021-09-30 | $124k | 2.5k | 48.93 |
| 2021-06-30 | $122k | 2.5k | 48.94 |
| 2021-03-31 | $120k | 2.5k | 47.58 |
| 2020-12-31 | $90k | 2.3k | 38.91 |
| 2020-09-30 | $61k | 2.0k | 30.50 |
| 2020-06-30 | $47k | 1.7k | 28.03 |
| 2020-03-31 | $44k | 2.0k | 22.34 |
| 2019-12-31 | $75k | 2.0k | 38.11 |
| 2019-09-30 | $158k | 4.4k | 35.52 |
| 2019-03-31 | $23k | 638 | 36.05 |
| 2018-12-31 | $135k | 4.2k | 31.88 |
| 2018-09-30 | $248k | 6.2k | 39.88 |
| 2018-06-30 | $264k | 6.8k | 38.74 |
| 2018-03-31 | $212k | 5.9k | 36.20 |
| 2017-12-31 | $212k | 5.9k | 36.20 |
| 2017-09-30 | $130k | 3.7k | 35.04 |
| 2017-06-30 | $149k | 4.5k | 32.92 |
| 2017-03-31 | $929k | 29k | 32.23 |
| 2016-12-31 | $880k | 9.0k | 97.58 |
| 2016-09-30 | $738k | 8.7k | 84.92 |
| 2016-06-30 | $703k | 8.9k | 79.02 |
| 2016-03-31 | $713k | 9.3k | 76.92 |
| 2015-12-31 | $671k | 8.9k | 75.82 |
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