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WisdomTree SmallCap Earnings Fund shares owned by NewEdge Wealth

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

Historical chart of NewEdge Wealth investment in WisdomTree SmallCap Earnings Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by NewEdge Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $476k 9.0k 52.75

More positions owned by NewEdge Wealth

Microsoft Corporation (MSFT)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Meta Platforms Cl A (META)
Blackstone Group Inc Com Cl A (BX)
JPMorgan Chase & Co. (JPM)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Safehold (SAFE)
Eli Lilly & Co. (LLY)
Home Depot (HD)
H&R Block (HRB)
AutoZone (AZO)
salesforce (CRM)

View all positions for NewEdge Wealth

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