WisdomTree SmallCap Earnings Fund shares owned by Private Advisor
Quarter-by-quarter ownership of WisdomTree SmallCap Earnings Fund (EES) shares owned by Private Advisor
from 13F filings
Historical chart of Private Advisor investment in WisdomTree SmallCap Earnings Fund
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Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by Private Advisor
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.5M | 62k | 55.87 |
| 2025-06-30 | $3.3M | 65k | 50.96 |
| 2025-03-31 | $3.0M | 62k | 48.84 |
| 2024-12-31 | $3.6M | 68k | 53.94 |
| 2024-09-30 | $3.7M | 69k | 52.75 |
| 2024-06-30 | $3.5M | 75k | 47.13 |
| 2024-03-31 | $3.5M | 69k | 50.12 |
| 2023-12-31 | $4.0M | 81k | 49.82 |
| 2023-09-30 | $3.4M | 79k | 43.27 |
| 2023-06-30 | $3.5M | 76k | 46.30 |
| 2023-03-31 | $3.4M | 79k | 43.22 |
| 2022-12-31 | $1.1M | 49k | 21.73 |
| 2022-09-30 | $1.7M | 44k | 39.17 |
| 2022-06-30 | $869k | 21k | 41.13 |
| 2022-03-31 | $941k | 18k | 51.38 |
| 2021-12-31 | $941k | 18k | 51.38 |
| 2021-09-30 | $824k | 17k | 48.34 |
| 2021-06-30 | $704k | 14k | 49.36 |
| 2021-03-31 | $617k | 13k | 47.41 |
| 2020-12-31 | $524k | 14k | 38.95 |
| 2020-09-30 | $326k | 11k | 29.83 |
| 2020-06-30 | $881k | 31k | 28.36 |
| 2020-03-31 | $304k | 14k | 22.36 |
| 2019-12-31 | $567k | 15k | 38.43 |
| 2019-09-30 | $685k | 19k | 35.58 |
| 2019-06-30 | $702k | 20k | 35.88 |
| 2019-03-31 | $741k | 21k | 36.09 |
| 2018-12-31 | $620k | 19k | 32.05 |
| 2018-09-30 | $672k | 17k | 39.82 |
| 2018-06-30 | $279k | 7.2k | 38.99 |
| 2018-03-31 | $324k | 9.1k | 35.77 |
| 2017-12-31 | $214k | 5.8k | 36.99 |
| 2017-09-30 | $526k | 15k | 35.21 |
| 2017-06-30 | $499k | 15k | 32.71 |
| 2017-03-31 | $496k | 16k | 31.24 |
| 2016-12-31 | $502k | 5.1k | 97.93 |
| 2016-09-30 | $428k | 5.1k | 84.40 |
| 2016-06-30 | $397k | 5.1k | 78.29 |
| 2016-03-31 | $398k | 5.2k | 76.88 |
| 2015-12-31 | $474k | 6.3k | 75.80 |
| 2015-09-30 | $435k | 5.9k | 73.45 |
| 2015-06-30 | $416k | 4.9k | 84.52 |
| 2015-03-31 | $410k | 4.9k | 84.50 |
| 2014-12-31 | $416k | 5.0k | 82.74 |
| 2014-09-30 | $311k | 4.1k | 76.00 |
| 2014-06-30 | $339k | 4.1k | 82.60 |
| 2014-03-31 | $303k | 3.7k | 81.50 |
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