WisdomTree SmallCap Earnings Fund shares owned by Lvm Capital Management
Quarter-by-quarter ownership of WisdomTree SmallCap Earnings Fund (EES) shares owned by Lvm Capital Management
from 13F filings
Historical chart of Lvm Capital 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 Lvm Capital 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 Lvm Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $223k | 3.9k | 56.95 |
| 2025-09-30 | $232k | 4.2k | 55.82 |
| 2025-06-30 | $220k | 4.3k | 50.86 |
| 2025-03-31 | $213k | 4.4k | 48.90 |
| 2024-12-31 | $229k | 4.2k | 54.00 |
| 2024-09-30 | $203k | 4.3k | 47.10 |
| 2024-06-30 | $203k | 4.3k | 47.10 |
| 2024-03-31 | $219k | 4.4k | 50.19 |
| 2023-12-31 | $223k | 4.5k | 49.82 |
| 2023-09-30 | $201k | 4.7k | 43.23 |
| 2023-06-30 | $208k | 4.7k | 44.73 |
| 2023-03-31 | $206k | 4.8k | 43.14 |
| 2022-12-31 | $203k | 4.8k | 42.51 |
| 2022-06-30 | $242k | 5.9k | 41.05 |
| 2022-03-31 | $283k | 5.9k | 48.01 |
| 2021-12-31 | $322k | 6.3k | 51.44 |
| 2021-09-30 | $312k | 6.5k | 48.37 |
| 2021-06-30 | $344k | 7.0k | 49.32 |
| 2021-03-31 | $336k | 7.1k | 47.36 |
| 2020-12-31 | $305k | 7.8k | 38.88 |
| 2020-09-30 | $231k | 7.7k | 29.83 |
| 2020-06-30 | $220k | 7.7k | 28.41 |
| 2019-12-31 | $304k | 7.9k | 38.51 |
| 2019-09-30 | $282k | 7.9k | 35.61 |
| 2019-06-30 | $281k | 7.8k | 35.82 |
| 2019-03-31 | $273k | 7.6k | 36.11 |
| 2018-12-31 | $257k | 8.0k | 32.08 |
| 2018-09-30 | $327k | 8.2k | 39.88 |
| 2018-06-30 | $310k | 8.0k | 38.75 |
| 2018-03-31 | $286k | 8.0k | 35.75 |
| 2017-12-31 | $291k | 8.0k | 36.17 |
| 2017-09-30 | $286k | 8.2k | 34.96 |
| 2017-06-30 | $276k | 8.4k | 32.84 |
| 2017-03-31 | $284k | 8.8k | 32.24 |
| 2016-12-31 | $306k | 3.1k | 97.70 |
| 2016-09-30 | $269k | 3.3k | 82.62 |
| 2016-06-30 | $283k | 3.6k | 79.12 |
| 2016-03-31 | $285k | 3.7k | 76.99 |
| 2015-12-31 | $294k | 3.9k | 75.83 |
| 2015-09-30 | $536k | 7.3k | 73.57 |
| 2015-06-30 | $578k | 6.8k | 84.74 |
| 2015-03-31 | $521k | 6.2k | 84.43 |
| 2014-12-31 | $321k | 3.9k | 82.82 |
| 2014-09-30 | $272k | 3.6k | 75.96 |
| 2014-06-30 | $269k | 3.3k | 82.62 |
| 2014-03-31 | $237k | 2.9k | 81.44 |
Top funds holding WisdomTree SmallCap Earnings Fund
View all funds holding WisdomTree SmallCap Earnings Fund