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WisdomTree SmallCap Earnings Fund shares owned by Savvy Advisors

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

Historical chart of Savvy Advisors investment in WisdomTree SmallCap Earnings Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by Savvy Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $330k 5.9k 55.87
2025-06-30 $301k 5.9k 50.96
2025-03-31 $289k 5.9k 48.84
2024-12-31 $282k 5.2k 53.94
2024-09-30 $276k 5.2k 52.75
2024-06-30 $247k 5.2k 47.13
2024-03-31 $262k 5.2k 50.12

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Apple (AAPL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Spinnaker Etf Series Uva Unconstraind (FFIU)
Vanguard Index Fds Value Etf (VTV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Mmentm (MTUM)

View all positions for Savvy Advisors

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