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WisdomTree SmallCap Earnings Fund shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of WisdomTree SmallCap Earnings Fund (EES) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in WisdomTree SmallCap Earnings Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.3M 43k 53.94
2024-09-30 $2.2M 42k 52.75

More positions owned by Pensionmark Financial Group

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Church & Dwight (CHD)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)
Meta Platforms Cl A (META)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr S&p Mc 400gr Etf (IJK)
Broadcom (AVGO)

View all positions for Pensionmark Financial Group

Top funds holding WisdomTree SmallCap Earnings Fund

Bank of America Corporation
Morgan Stanley
UBS Group
Essential Planning
Ameriprise Financial
LPL Financial
Cetera Investment Advisers
Shore Point Advisors
Global Retirement Partners
Savant Capital Management
Linscomb & Williams
Kathleen S. Wright Associates
Commonwealth Equity Services
Invenio Wealth Partners
Royal Bank of Canada

View all funds holding WisdomTree SmallCap Earnings Fund