NewEdge Wealth »

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

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

Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by NewEdge Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $254k 4.4k 58.05
2025-03-31 $361k 7.4k 48.84
2024-12-31 $493k 9.1k 53.94
2024-09-30 $476k 9.0k 52.75

More positions owned by NewEdge Wealth

Wisdomtree Tr Floatng Rat Trea (USFR)
Apple Put Option (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation Call Option (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Meta Platforms Cl A (META)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Gilead Sciences (GILD)
Abbvie (ABBV)

View all positions for NewEdge Wealth

Top funds holding WisdomTree SmallCap Earnings Fund

Morgan Stanley
UBS Group
LPL Financial
Bank of America Corporation
Ameriprise Financial
Cetera Investment Advisers
Key FInancial
Raymond James Financial
Savant Capital Management
Arkadios Wealth Advisors
Wells Fargo & Company
Linscomb & Williams
Royal Bank of Canada
Mariner Wealth Advisors
Amplius Wealth Advisors

View all funds holding WisdomTree SmallCap Earnings Fund