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WisdomTree SmallCap Earnings Fund shares owned by JFS Wealth Advisors

Quarter-by-quarter ownership of WisdomTree SmallCap Earnings Fund (EES) shares owned by JFS Wealth Advisors from 13F filings

Historical chart of JFS Wealth Advisors investment in WisdomTree SmallCap Earnings Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2012-12-31 $1.9B 34k 56709.53

More positions owned by JFS Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for JFS Wealth Advisors

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