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WisdomTree SmallCap Earnings Fund shares owned by Joel Isaacson & Co

Quarter-by-quarter ownership of WisdomTree SmallCap Earnings Fund (EES) shares owned by Joel Isaacson & Co from 13F filings

Historical chart of Joel Isaacson & Co investment in WisdomTree SmallCap Earnings Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree SmallCap Earnings Fund held by Joel Isaacson & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by Joel Isaacson & Co

Quarter filed Position value Share count Share price at filing
2026-06-30 $205k 3.0k 67.79
2024-12-31 $214k 4.0k 53.94
2024-09-30 $213k 4.0k 52.75

More positions owned by Joel Isaacson & Co

Spdr Series Trust St Str Sp Div (SDY)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Total Stk Mkt (VTI)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr S&p Mc 400gr Etf (IJK)
Dimensional Etf Trust Us Targeted Vlu
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Amazon (AMZN)

View all positions for Joel Isaacson & Co

Top funds holding WisdomTree SmallCap Earnings Fund

UBS Group
LPL Financial
Bank of America Corporation
Ameriprise Financial
Cetera Investment Advisers
Savant Capital Management
Key FInancial
Raymond James Financial
Wells Fargo & Company
Arkadios Wealth Advisors
Linscomb & Williams
Royal Bank of Canada
Mariner Wealth Advisors
TopTier Wealth Management
Shore Point Advisors

View all funds holding WisdomTree SmallCap Earnings Fund