Smartleaf Asset Management »

WisdomTree SmallCap Earnings Fund shares owned by Smartleaf Asset Management

Quarter-by-quarter ownership of WisdomTree SmallCap Earnings Fund (EES) shares owned by Smartleaf Asset Management from 13F filings

Historical chart of Smartleaf Asset Management investment in WisdomTree SmallCap Earnings Fund

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by Smartleaf Asset Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $937k 17k 53.75
2024-09-30 $954k 18k 52.38
2024-06-30 $1.0M 22k 46.57
2024-03-31 $1.0M 21k 49.66
2023-12-31 $976k 19k 50.36

More positions owned by Smartleaf Asset Management

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard World Mega Cap Val Etf (MGV)
Amazon (AMZN)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
Tesla Motors (TSLA)
Broadcom (AVGO)
Wisdomtree Tr Us Quality Grow (QGRW)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl C (GOOG)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Us Qtly Div Grt (DGRW)

View all positions for Smartleaf Asset Management

Top funds holding WisdomTree SmallCap Earnings Fund

Bank of America Corporation
Morgan Stanley
UBS Group
Essential Planning
Ameriprise Financial
LPL Financial
Cetera Investment Advisers
Shore Point Advisors
Global Retirement Partners
Savant Capital Management
Linscomb & Williams
Kathleen S. Wright Associates
Commonwealth Equity Services
Invenio Wealth Partners
Royal Bank of Canada

View all funds holding WisdomTree SmallCap Earnings Fund