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WisdomTree SmallCap Earnings Fund shares owned by Modera Wealth Management

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

Historical chart of Modera Wealth 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 Modera Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $360k 6.8k 52.75
2024-06-30 $322k 6.8k 47.13
2024-03-31 $342k 6.8k 50.12
2023-12-31 $340k 6.8k 49.82
2023-09-30 $295k 6.8k 43.27

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View all positions for Modera Wealth Management

Top funds holding WisdomTree SmallCap Earnings Fund

Bank of America Corporation
Morgan Stanley
Cetera Investment Advisers
LPL Financial
Savant Capital Management
Shore Point Advisors
Global Retirement Partners
Linscomb & Williams
Kathleen S. Wright Associates
Commonwealth Equity Services
Invenio Wealth Partners
Envestnet Asset Management
Royal Bank of Canada
9258 Wealth Management
Howard Bailey Securities

View all funds holding WisdomTree SmallCap Earnings Fund