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WisdomTree SmallCap Earnings Fund shares owned by Plante Moran Financial Advisors

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

Historical chart of Plante Moran Financial Advisors investment in WisdomTree SmallCap Earnings Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by Plante Moran Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $14k 249 56.93

More positions owned by Plante Moran Financial Advisors

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Extended Market Etf Etf (VXF)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Large-cap Etf Etf (VV)
Vanguard Small Cap Value Etf Etf (VBR)
Ishares National Muni Bond Etf Etf (MUB)
Spdr S&p 500 Etf Trust Etf (SPY)
Schwab U.s. Mid-cap Etf Etf (SCHM)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Apple Stock (AAPL)
Ishares Core S&p 500 Etf Etf (IVV)
Microsoft Corp Stock (MSFT)
Vanguard Total Stock Market Etf Etf (VTI)
Amazon Stock (AMZN)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)

View all positions for Plante Moran Financial Advisors

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