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WisdomTree SmallCap Earnings Fund shares owned by Lowe, Brockenbrough & Company

Quarter-by-quarter ownership of WisdomTree SmallCap Earnings Fund (EES) shares owned by Lowe, Brockenbrough & Company from 13F filings

Historical chart of Lowe, Brockenbrough & Company investment in WisdomTree SmallCap Earnings Fund

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All positions including WisdomTree SmallCap Earnings Fund held by Lowe, Brockenbrough & Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by Lowe, Brockenbrough & Company

Quarter filed Position value Share count Share price at filing
2025-09-30 $67k 1.2k 55.87
2025-06-30 $61k 1.2k 50.96
2018-09-30 $283k 7.1k 39.86
2018-06-30 $275k 7.1k 38.73

More positions owned by Lowe, Brockenbrough & Company

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Ishares Tr Msci Acwi Etf (ACWI)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Total (IXUS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
JPMorgan Chase & Co. (JPM)
Oracle Corporation (ORCL)
Ishares Tr Core S&p Mcp Etf (IJH)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core Us Aggbd Et (AGG)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Core Msci Emkt (IEMG)

View all positions for Lowe, Brockenbrough & Company

Top funds holding WisdomTree SmallCap Earnings Fund

UBS Group
Morgan Stanley
LPL Financial
Ameriprise Financial
Cetera Investment Advisers
Key FInancial
Shore Point Advisors
Savant Capital Management
Raymond James Financial
Linscomb & Williams
Kathleen S. Wright Associates
Arkadios Wealth Advisors
Wells Fargo & Company
Amplius Wealth Advisors
Envestnet Asset Management

View all funds holding WisdomTree SmallCap Earnings Fund