New Perspectives »

WisdomTree SmallCap Earnings Fund shares owned by New Perspectives

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

Historical chart of New Perspectives investment in WisdomTree SmallCap Earnings Fund

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by New Perspectives

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 31k 52.75
2024-06-30 $1.5M 32k 47.13
2024-03-31 $1.6M 32k 50.12
2022-12-31 $1.4M 33k 42.59

More positions owned by New Perspectives

Spdr Ser Tr Portfolio S&p500 (SPLG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Ishares Tr Russell 2000 Etf (IWM)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mid Cap Etf (VO)
Wisdomtree Tr Us Smallcap Fund (EES)
Sherwin-Williams Company (SHW)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Eli Lilly & Co. (LLY)

View all positions for New Perspectives

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