WisdomTree SmallCap Earnings Fund shares owned by Means Investment
Quarter-by-quarter ownership of WisdomTree SmallCap Earnings Fund (EES) shares owned by Means Investment
from 13F filings
Historical chart of Means Investment investment in WisdomTree SmallCap Earnings Fund
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Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by Means Investment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $608k | 11k | 55.87 |
| 2025-06-30 | $654k | 13k | 50.96 |
| 2025-03-31 | $626k | 13k | 48.84 |
| 2024-12-31 | $735k | 14k | 53.94 |
| 2024-09-30 | $722k | 14k | 52.75 |
| 2024-06-30 | $667k | 14k | 47.13 |
| 2024-03-31 | $714k | 14k | 50.12 |
| 2023-12-31 | $816k | 16k | 49.82 |
| 2023-09-30 | $772k | 18k | 43.27 |
| 2023-06-30 | $859k | 19k | 44.81 |
| 2023-03-31 | $846k | 20k | 43.22 |
| 2022-12-31 | $832k | 20k | 42.59 |
| 2022-09-30 | $760k | 19k | 39.17 |
| 2022-06-30 | $796k | 19k | 41.14 |
| 2022-03-31 | $927k | 19k | 47.98 |
| 2021-12-31 | $993k | 19k | 51.39 |
| 2021-09-30 | $934k | 19k | 48.34 |
| 2021-06-30 | $953k | 19k | 49.38 |
| 2021-03-31 | $919k | 19k | 47.40 |
| 2020-12-31 | $820k | 18k | 44.73 |
| 2020-09-30 | $570k | 18k | 32.06 |
| 2020-06-30 | $591k | 19k | 31.85 |
| 2020-03-31 | $557k | 24k | 22.83 |
| 2019-12-31 | $943k | 25k | 38.17 |
| 2019-09-30 | $917k | 24k | 37.54 |
| 2019-06-30 | $863k | 24k | 35.42 |
| 2019-03-31 | $872k | 24k | 36.13 |
| 2018-12-31 | $776k | 24k | 32.03 |
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