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WisdomTree SmallCap Earnings Fund shares owned by Oxler Private Wealth

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

Historical chart of Oxler Private Wealth investment in WisdomTree SmallCap Earnings Fund

Jan 2021Jul 2021Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 20241M1.5M20k30k40k
Value ($)Share countHistorical EES position of Oxler Private Wealth Source: stockzoa.comValue ($)Share count

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All positions including WisdomTree SmallCap Earnings Fund held by Oxler Private 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 Oxler Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $818k 16k 52.75
2024-06-30 $756k 16k 47.13
2024-03-31 $841k 17k 50.12
2023-12-31 $854k 17k 49.82
2023-09-30 $740k 17k 43.27
2023-06-30 $794k 18k 44.81
2023-03-31 $1.8M 42k 43.22
2022-12-31 $1.8M 42k 42.59
2022-09-30 $1.7M 43k 39.17
2022-06-30 $1.8M 43k 41.12
2022-03-31 $1.4M 29k 47.93
2021-12-31 $1.5M 29k 51.37
2021-09-30 $1.4M 29k 48.31
2021-06-30 $1.2M 24k 49.38
2021-03-31 $1.2M 25k 47.36
2020-12-31 $746k 19k 38.89