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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
2023-12-31 $19k 379 49.82

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Top funds holding WisdomTree SmallCap Earnings Fund

UBS Group
Bank of America Corporation
Savant Capital Management
Shore Point Advisors
Linscomb & Williams
Raymond James Financial Services Advisors
Kathleen S. Wright Associates
Commonwealth Equity Services
Global Retirement Partners
AE Wealth Management
9258 Wealth Management
Wells Fargo & Company
Royal Bank of Canada
First Western Trust Bank
Private Advisor

View all funds holding WisdomTree SmallCap Earnings Fund