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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

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree SmallCap Earnings Fund held by Captrust Financial 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
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

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial Advisors

Top funds holding WisdomTree SmallCap Earnings Fund

UBS Group
Bank of America Corporation
Savant Capital Management
Shore Point Advisors
Linscomb & Williams
Raymond James Financial Services Advisors
Kathleen S. Wright Associates
Commonwealth Equity Services
Global Retirement Partners
AE Wealth Management
9258 Wealth Management
Wells Fargo & Company
Royal Bank of Canada
First Western Trust Bank
Private Advisor

View all funds holding WisdomTree SmallCap Earnings Fund