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WisdomTree SmallCap Earnings Fund shares owned by Kathleen S. Wright Associates

Quarter-by-quarter ownership of WisdomTree SmallCap Earnings Fund (EES) shares owned by Kathleen S. Wright Associates from 13F filings

Historical chart of Kathleen S. Wright Associates investment in WisdomTree SmallCap Earnings Fund

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All positions including WisdomTree SmallCap Earnings Fund held by Kathleen S. Wright Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by Kathleen S. Wright Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.4M 140k 52.75
2024-06-30 $6.6M 141k 47.13
2024-03-31 $7.0M 140k 50.12
2023-12-31 $7.2M 144k 49.82
2023-09-30 $7.0M 161k 43.27
2023-06-30 $7.4M 165k 44.81
2023-03-31 $8.1M 187k 43.22
2022-12-31 $8.2M 193k 42.59
2022-09-30 $7.0M 179k 39.17
2022-06-30 $7.2M 174k 41.12
2022-03-31 $8.5M 178k 47.96
2021-12-31 $9.1M 177k 51.40