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WisdomTree SmallCap Earnings Fund shares owned by Principal Securities

Quarter-by-quarter ownership of WisdomTree SmallCap Earnings Fund (EES) shares owned by Principal Securities from 13F filings

Historical chart of Principal Securities investment in WisdomTree SmallCap Earnings Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by Principal Securities

Quarter filed Position value Share count Share price at filing
2024-12-31 $26k 474 53.94
2024-09-30 $25k 480 52.75
2024-06-30 $22k 470 47.13
2024-03-31 $19k 379 50.12
2023-12-31 $19k 379 49.82

More positions owned by Principal Securities

Principal Exchange Traded Us Mega Cp Etf (USMC)
Ishares Tr Core Us Aggbd Et (AGG)
Principal Exchange Traded Prin U S Small (PSC)
Ishares Tr Core S&p500 Etf (IVV)
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)
Microsoft Corporation (MSFT)
Principal Exchange Traded Focused Blue Chi (BCHP)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Amazon (AMZN)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Msci Intl (IDEV)
Principal Exchange Traded Prnc Invt Grad (IG)

View all positions for Principal Securities

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