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WisdomTree SmallCap Earnings Fund shares owned by Nova Wealth Management

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

Historical chart of Nova Wealth Management investment in WisdomTree SmallCap Earnings Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by Nova Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.0k 53 57.21
2025-09-30 $3.0k 53 56.13
2025-06-30 $6.0k 118 51.07
2025-03-31 $3.2k 65 49.03
2024-12-31 $8.1k 150 54.03

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View all positions for Nova Wealth Management

Top funds holding WisdomTree SmallCap Earnings Fund

UBS Group
LPL Financial
Ameriprise Financial
Cetera Investment Advisers
Key FInancial
Shore Point Advisors
Savant Capital Management
Raymond James Financial
Linscomb & Williams
Arkadios Wealth Advisors
Wells Fargo & Company
Kathleen S. Wright Associates
Amplius Wealth Advisors
Royal Bank of Canada
Warren Averett Asset Management

View all funds holding WisdomTree SmallCap Earnings Fund