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WisdomTree SmallCap Earnings Fund shares owned by Merit Financial Group

Quarter-by-quarter ownership of WisdomTree SmallCap Earnings Fund (EES) shares owned by Merit Financial Group from 13F filings

Historical chart of Merit Financial Group investment in WisdomTree SmallCap Earnings Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree SmallCap Earnings Fund held by Merit Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by Merit Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.7M 65k 56.93

More positions owned by Merit Financial Group

Vanguard Index Fds Growth Etf (VUG)
Gmo Etf Trust Gmo Us Quality E (QLTY)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
NVIDIA Corporation (NVDA)
Vanguard World Mega Cap Val Etf (MGV)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Core Msci Emkt (IEMG)
Spdr Series Trust State Street Spd (SPTI)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Merit Financial Group

Top funds holding WisdomTree SmallCap Earnings Fund

UBS Group
LPL Financial
Ameriprise Financial
Cetera Investment Advisers
Key FInancial
Shore Point Advisors
Savant Capital Management
Raymond James Financial
Linscomb & Williams
Arkadios Wealth Advisors
Wells Fargo & Company
Kathleen S. Wright Associates
Amplius Wealth Advisors
Royal Bank of Canada
Warren Averett Asset Management

View all funds holding WisdomTree SmallCap Earnings Fund