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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

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree SmallCap Earnings Fund held by Institute For Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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