WisdomTree SmallCap Earnings Fund shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of WisdomTree SmallCap Earnings Fund (EES) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in WisdomTree SmallCap Earnings Fund
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All positions including WisdomTree SmallCap Earnings Fund held by Institute For Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in WisdomTree SmallCap Earnings Fund by Institute For Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $226k | 4.3k | 52.75 |
2024-06-30 | $202k | 4.3k | 47.13 |
2024-03-31 | $215k | 4.3k | 50.12 |
2023-12-31 | $214k | 4.3k | 49.82 |
2022-03-31 | $206k | 4.3k | 48.02 |
2021-12-31 | $221k | 4.3k | 51.52 |
2021-09-30 | $207k | 4.3k | 48.25 |
2021-06-30 | $212k | 4.3k | 49.42 |
2021-03-31 | $203k | 4.3k | 47.32 |
2019-12-31 | $166k | 4.3k | 38.38 |
2019-06-30 | $331k | 9.2k | 35.93 |
2019-03-31 | $262k | 7.3k | 36.07 |
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