WisdomTree SmallCap Earnings Fund shares owned by Sweet Financial Partners
Quarter-by-quarter ownership of WisdomTree SmallCap Earnings Fund (EES) shares owned by Sweet Financial Partners
from 13F filings
Historical chart of Sweet Financial Partners investment in WisdomTree SmallCap Earnings Fund
Tip: Access up to 7 years of quarterly data
All positions including WisdomTree SmallCap Earnings Fund held by Sweet Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by Sweet Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $633k | 12k | 52.75 |
| 2024-06-30 | $566k | 12k | 47.13 |
| 2024-03-31 | $601k | 12k | 50.12 |
| 2023-12-31 | $598k | 12k | 49.82 |
| 2023-09-30 | $476k | 11k | 43.27 |
| 2023-06-30 | $493k | 11k | 44.81 |
| 2023-03-31 | $475k | 11k | 43.22 |
| 2022-12-31 | $469k | 11k | 42.59 |
| 2022-09-30 | $392k | 10k | 39.20 |
| 2022-06-30 | $411k | 10k | 41.10 |
| 2022-03-31 | $480k | 10k | 48.00 |
| 2021-12-31 | $514k | 10k | 51.40 |
Top funds holding WisdomTree SmallCap Earnings Fund
View all funds holding WisdomTree SmallCap Earnings Fund