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WisdomTree SmallCap Earnings Fund shares owned by InterOcean Capital Group

Quarter-by-quarter ownership of WisdomTree SmallCap Earnings Fund (EES) shares owned by InterOcean Capital Group from 13F filings

Historical chart of InterOcean Capital Group investment in WisdomTree SmallCap Earnings Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree SmallCap Earnings Fund held by InterOcean Capital Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by InterOcean Capital Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $304k 6.1k 50.12

More positions owned by InterOcean Capital Group

Spdr S&p 500 Etf Trust Etf (SPY)
Apple Stock (AAPL)
Technology Select Sector Spdr Fund Etf (XLK)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Health Care Select Sector Spdr Fund Etf (XLV)
Jpmorgan Chase & Co Stock (JPM)
Walmart Stock (WMT)
Nvidia Corporation Stock (NVDA)
Vanguard S&p 500 Etf Etf (VOO)
Caterpillar Stock (CAT)
Exxon Mobil Corp Stock (XOM)
Mastercard Incorporated Cl A Stock (MA)

View all positions for InterOcean Capital Group

Top funds holding WisdomTree SmallCap Earnings Fund

Bank of America Corporation
Morgan Stanley
Cetera Investment Advisers
LPL Financial
Savant Capital Management
Shore Point Advisors
Global Retirement Partners
Linscomb & Williams
Kathleen S. Wright Associates
Commonwealth Equity Services
Invenio Wealth Partners
Envestnet Asset Management
Royal Bank of Canada
9258 Wealth Management
Howard Bailey Securities

View all funds holding WisdomTree SmallCap Earnings Fund