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WisdomTree SmallCap Earnings Fund shares owned by Mariner Wealth Advisors

Quarter-by-quarter ownership of WisdomTree SmallCap Earnings Fund (EES) shares owned by Mariner Wealth Advisors from 13F filings

Historical chart of Mariner Wealth Advisors investment in WisdomTree SmallCap Earnings Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree SmallCap Earnings Fund held by Mariner Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $302k 5.4k 55.87
2025-06-30 $276k 5.4k 50.96
2025-03-31 $248k 5.1k 48.84
2024-12-31 $489k 9.1k 53.94
2024-09-30 $501k 9.5k 52.75
2024-06-30 $385k 8.2k 47.13
2024-03-31 $410k 8.2k 50.12
2023-12-31 $624k 13k 49.82
2019-03-31 $359k 9.9k 36.12

More positions owned by Mariner Wealth Advisors

Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Broadcom (AVGO)
Amazon (AMZN)
Ishares Tr Core Us Aggbd Et (AGG)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Mariner Wealth Advisors

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