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WisdomTree SmallCap Earnings Fund shares owned by Nbc Securities

Quarter-by-quarter ownership of WisdomTree SmallCap Earnings Fund (EES) shares owned by Nbc Securities from 13F filings

Historical chart of Nbc Securities investment in WisdomTree SmallCap Earnings Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by Nbc Securities

Quarter filed Position value Share count Share price at filing
2025-09-30 $636k 11k 55.87
2025-06-30 $516k 10k 50.96
2025-03-31 $483k 9.9k 48.78
2024-12-31 $440 8 55.00
2024-09-30 $415k 7.9k 52.73
2024-06-30 $379k 8.0k 47.11
2024-03-31 $357k 7.1k 49.99
2023-12-31 $230k 4.6k 49.79
2023-09-30 $165k 3.8k 43.19

More positions owned by Nbc Securities

Apple Common Stk (AAPL)
Spdr S&p 500 Etf Trust Common Stk (SPY)
Microsoft Corp Common Stk (MSFT)
Spdr Series Trust Common Stk (SPLG)
Nvidia Corp Common Stk (NVDA)
Amazon.com Common Stk (AMZN)
Broadcom Common Stk (AVGO)
Vanguard S&p 500 Etf Common Stk (VOO)
Alphabet Common Stk (GOOGL)
Jpmorgan Chase & Co Common Stk (JPM)
Ishares Core S&p 500 Etf Common Stk (IVV)
Invesco Qqq Tr Common Stk (QQQ)
Vanguard Ftse Developed Common Stk (VEA)
Visa Common Stk (V)
Walmart Common Stk (WMT)

View all positions for Nbc Securities

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