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WisdomTree SmallCap Earnings Fund shares owned by Team Financial Group

Quarter-by-quarter ownership of WisdomTree SmallCap Earnings Fund (EES) shares owned by Team Financial Group from 13F filings

Historical chart of Team Financial Group investment in WisdomTree SmallCap Earnings Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by Team Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $218k 4.1k 52.75
2024-06-30 $268k 5.7k 47.13
2024-03-31 $355k 7.1k 50.12
2023-12-31 $361k 7.3k 49.82
2023-09-30 $310k 7.2k 43.27

More positions owned by Team Financial Group

Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Wisdomtree U.s. Largecap Fund Etf (EPS)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)
Wisdomtree U.s. Multifactor Fund Etf (USMF)
Pgim Total Return Bond Etf Etf (PTRB)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Pgim Short Duration Multi-sector Bond Etf Etf (PSDM)
Wisdomtree Us Smallcap Quality Dividend Growth Fund Etf (DGRS)
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)
Spdr Gold Minishares Trust Etf (GLDM)
Pacer Us Large Cap Cash Cows Growth Leaders Etf Etf (COWG)
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)
Wisdomtree Enhanced Commodity Stgy Etf (GCC)

View all positions for Team Financial Group

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