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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

Tip: Access up to 7 years of quarterly data

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

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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
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