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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Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by Kathleen S. Wright Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |
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