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WisdomTree SmallCap Earnings Fund shares owned by Medallion Wealth Advisors

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

Historical chart of Medallion 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 Medallion 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 Medallion Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $21k 365 58.05
2025-12-31 $32k 565 56.93
2025-09-30 $37k 665 55.88
2025-06-30 $35k 665 52.00
2025-03-31 $34k 690 48.92
2024-12-31 $32k 590 53.96

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Pacer Fds Tr Us Cash Cows 100 (COWZ)
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View all positions for Medallion Wealth Advisors

Top funds holding WisdomTree SmallCap Earnings Fund

Morgan Stanley
UBS Group
LPL Financial
Bank of America Corporation
Ameriprise Financial
Cetera Investment Advisers
Key FInancial
Raymond James Financial
Savant Capital Management
Arkadios Wealth Advisors
Wells Fargo & Company
Linscomb & Williams
Royal Bank of Canada
Mariner Wealth Advisors
Amplius Wealth Advisors

View all funds holding WisdomTree SmallCap Earnings Fund