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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
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

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

View all positions for Ronald Blue Trust

Top funds holding WisdomTree SmallCap Earnings Fund

Bank of America Corporation
Morgan Stanley
Cetera Investment Advisers
LPL Financial
Savant Capital Management
Shore Point Advisors
Global Retirement Partners
Linscomb & Williams
Kathleen S. Wright Associates
Commonwealth Equity Services
Invenio Wealth Partners
Envestnet Asset Management
Royal Bank of Canada
9258 Wealth Management
Howard Bailey Securities

View all funds holding WisdomTree SmallCap Earnings Fund