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WisdomTree SmallCap Earnings Fund shares owned by Moller Financial Services

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

Historical chart of Moller Financial Services investment in WisdomTree SmallCap Earnings Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by Moller Financial Services

Quarter filed Position value Share count Share price at filing
2012-12-31 $1.3M 22k 56.71
2012-06-30 $1.2M 22k 53.70
2012-03-31 $1.3M 22k 56.75
2011-12-31 $1.2M 23k 50.29
2011-09-30 $1.0M 23k 43.44
2011-06-30 $1.4M 26k 54.55
2011-03-31 $1.4M 26k 55.01

More positions owned by Moller Financial Services

Flexshares Tr Mornstar Upstr (GUNR)
Schwab Strategic Tr Fundamental Us S (FNDA)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Fundamental Emer (FNDE)

View all positions for Moller Financial Services

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