WisdomTree SmallCap Earnings Fund shares owned by Kingsview Wealth Management
Quarter-by-quarter ownership of WisdomTree SmallCap Earnings Fund (EES) shares owned by Kingsview Wealth Management
from 13F filings
Historical chart of Kingsview Wealth Management investment in WisdomTree SmallCap Earnings Fund
Tip: Access up to 7 years of quarterly data
All positions including WisdomTree SmallCap Earnings Fund held by Kingsview Wealth Management 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 Kingsview Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $282k | 5.4k | 52.75 |
| 2024-06-30 | $255k | 5.4k | 47.13 |
| 2024-03-31 | $288k | 5.7k | 50.12 |
| 2023-12-31 | $310k | 6.2k | 49.82 |
| 2023-09-30 | $279k | 6.5k | 43.27 |
| 2023-06-30 | $289k | 6.5k | 44.81 |
| 2023-03-31 | $283k | 6.6k | 43.22 |
| 2022-12-31 | $279k | 6.6k | 42.59 |
| 2022-09-30 | $257k | 6.6k | 39.21 |
| 2022-06-30 | $276k | 6.7k | 41.16 |
| 2022-03-31 | $324k | 6.8k | 47.96 |
| 2021-12-31 | $355k | 6.9k | 51.42 |
| 2021-09-30 | $340k | 7.0k | 48.27 |
| 2021-06-30 | $348k | 7.0k | 49.89 |
| 2021-03-31 | $202k | 4.2k | 47.96 |
More positions owned by Kingsview Wealth Management
View all positions for Kingsview Wealth Management
Top funds holding WisdomTree SmallCap Earnings Fund
View all funds holding WisdomTree SmallCap Earnings Fund