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WisdomTree SmallCap Earnings Fund shares owned by Ronald Blue Trust

Quarter-by-quarter ownership of WisdomTree SmallCap Earnings Fund (EES) shares owned by Ronald Blue Trust from 13F filings

Historical chart of Ronald Blue Trust investment in WisdomTree SmallCap Earnings Fund

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

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Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by Ronald Blue Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $151k 2.7k 55.87
2025-06-30 $138k 2.7k 50.96
2025-03-31 $132k 2.7k 48.84
2024-12-31 $432 8 54.00
2024-09-30 $377 8 47.13
2024-06-30 $401 8 50.13
2024-03-31 $401 8 50.13
2023-09-30 $3.0k 63 47.62

More positions owned by Ronald Blue Trust

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Etf Ser Solutions Vident Us Equity (VUSE)
Ishares Tr Core Msci Pac (IPAC)
Ishares Tr Core S&p Us Vlu (IUSV)
Etf Ser Solutions Vident Us Bond (VBND)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Etf Ser Solutions Vident Internati (VIDI)
Ishares Tr Core S&p Us Gwt (IUSG)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Ronald Blue Trust

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