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WisdomTree SmallCap Earnings Fund shares owned by Raymond James Financial

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

Historical chart of Raymond James Financial investment in WisdomTree SmallCap Earnings Fund

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

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Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by Raymond James Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.4M 168k 55.87
2025-06-30 $5.4M 107k 50.96
2025-03-31 $5.2M 107k 48.84
2024-12-31 $5.2M 96k 53.94

More positions owned by Raymond James Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core Msci Eafe (IEFA)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)
Wal-Mart Stores (WMT)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Raymond James Financial

Top funds holding WisdomTree SmallCap Earnings Fund

UBS Group
Morgan Stanley
LPL Financial
Ameriprise Financial
Cetera Investment Advisers
Key FInancial
Shore Point Advisors
Savant Capital Management
Raymond James Financial
Linscomb & Williams
Kathleen S. Wright Associates
Arkadios Wealth Advisors
Wells Fargo & Company
Amplius Wealth Advisors
Envestnet Asset Management

View all funds holding WisdomTree SmallCap Earnings Fund