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WisdomTree SmallCap Earnings Fund shares owned by Larson Financial Group

Quarter-by-quarter ownership of WisdomTree SmallCap Earnings Fund (EES) shares owned by Larson Financial Group from 13F filings

Historical chart of Larson Financial Group investment in WisdomTree SmallCap Earnings Fund

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All positions including WisdomTree SmallCap Earnings Fund held by Larson Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by Larson Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $860k 15k 55.87
2025-06-30 $841k 17k 50.96
2025-03-31 $803k 17k 48.84
2024-12-31 $901k 17k 53.94
2024-09-30 $883k 17k 52.75
2024-06-30 $791k 17k 47.13
2021-03-31 $18k 460 39.13
2020-12-31 $18k 460 39.13

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Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Ishares Tr Msci Intl Qualty (IQLT)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
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Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for Larson Financial Group

Top funds holding WisdomTree SmallCap Earnings Fund

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View all funds holding WisdomTree SmallCap Earnings Fund