WisdomTree SmallCap Earnings Fund shares owned by Kestra Advisory Services
Quarter-by-quarter ownership of WisdomTree SmallCap Earnings Fund (EES) shares owned by Kestra Advisory Services
from 13F filings
Historical chart of Kestra Advisory Services investment in WisdomTree SmallCap Earnings Fund
Tip: Access up to 7 years of quarterly data
All positions including WisdomTree SmallCap Earnings Fund held by Kestra Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by Kestra Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $955k | 18k | 52.75 |
| 2024-06-30 | $981k | 21k | 47.13 |
| 2024-03-31 | $1.1M | 21k | 50.12 |
| 2023-12-31 | $966k | 19k | 49.82 |
| 2023-09-30 | $902k | 21k | 43.27 |
| 2023-06-30 | $502k | 11k | 44.81 |
| 2023-03-31 | $551k | 13k | 43.22 |
| 2022-12-31 | $21M | 492k | 42.59 |
| 2022-09-30 | $19M | 480k | 39.17 |
| 2022-06-30 | $1.0M | 25k | 41.11 |
| 2022-03-31 | $1.2M | 25k | 47.95 |
| 2021-12-31 | $2.1M | 42k | 51.40 |
| 2021-09-30 | $1.2M | 24k | 48.31 |
| 2021-06-30 | $949k | 19k | 49.41 |
| 2021-03-31 | $339k | 7.1k | 47.45 |
| 2020-12-31 | $246k | 6.3k | 38.77 |
Top funds holding WisdomTree SmallCap Earnings Fund
View all funds holding WisdomTree SmallCap Earnings Fund