WisdomTree SmallCap Earnings Fund shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of WisdomTree SmallCap Earnings Fund (EES) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in WisdomTree SmallCap Earnings Fund
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Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $220k | 3.9k | 55.87 |
| 2025-06-30 | $201k | 3.9k | 50.96 |
| 2025-03-31 | $251k | 5.1k | 48.84 |
| 2024-12-31 | $263k | 4.9k | 53.94 |
| 2024-09-30 | $257k | 4.9k | 52.75 |
| 2024-06-30 | $239k | 5.1k | 47.13 |
| 2024-03-31 | $254k | 5.1k | 50.12 |
| 2023-12-31 | $296k | 5.9k | 49.82 |
| 2023-09-30 | $257k | 5.9k | 43.27 |
| 2023-06-30 | $266k | 5.9k | 44.81 |
| 2023-03-31 | $274k | 6.3k | 43.22 |
| 2022-06-30 | $191k | 4.7k | 41.02 |
| 2022-03-31 | $198k | 4.1k | 47.87 |
| 2021-12-31 | $225k | 4.4k | 51.43 |
| 2021-09-30 | $182k | 3.8k | 48.34 |
| 2021-06-30 | $186k | 3.8k | 49.40 |
| 2021-03-31 | $197k | 4.2k | 47.41 |
| 2020-12-31 | $15k | 390 | 38.46 |
| 2020-09-30 | $12k | 390 | 30.77 |
| 2020-06-30 | $15k | 534 | 28.09 |
| 2019-09-30 | $24k | 684 | 35.09 |
| 2019-06-30 | $25k | 684 | 36.55 |
| 2019-03-31 | $25k | 684 | 36.55 |
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