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WisdomTree SmallCap Earnings Fund shares owned by Rothschild Investment

Quarter-by-quarter ownership of WisdomTree SmallCap Earnings Fund (EES) shares owned by Rothschild Investment from 13F filings

Historical chart of Rothschild Investment investment in WisdomTree SmallCap Earnings Fund

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

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Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by Rothschild Investment

Quarter filed Position value Share count Share price at filing
2025-09-30 $78k 1.4k 55.87
2025-06-30 $71k 1.4k 50.96
2025-03-31 $68k 1.4k 48.84
2024-12-31 $76k 1.4k 53.94
2024-09-30 $74k 1.4k 52.75
2024-06-30 $66k 1.4k 47.13
2024-03-31 $70k 1.4k 50.12
2023-12-31 $85k 1.7k 49.82

More positions owned by Rothschild Investment

Nvidia Corporation Stock (NVDA)
Apple Stock (AAPL)
Jpmorgan Chase & Co Stock (JPM)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Microsoft Corp Stock (MSFT)
Blackstone Stock (BX)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Invesco Rafi Us 1000 Etf Etf (PRF)
Amazon Stock (AMZN)
Abbvie Stock (ABBV)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Meta Platforms Inc Cl A Stock (META)
Oracle Corp Stock (ORCL)
Chevron Corp Stock (CVX)
Costco Whsl Corp Stock (COST)

View all positions for Rothschild Investment

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