Team Financial Group »

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

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

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $153k 2.7k 55.87
2025-06-30 $141k 2.8k 50.96
2024-12-31 $210k 3.9k 53.94
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)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Pgim Total Return Bond Etf Etf (PTRB)
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)
Pgim Short Duration Multi-sector Bond Etf Etf (PSDM)
Pacer Us Large Cap Cash Cows Growth Leaders Etf Etf (COWG)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)
Avantis U.s. Mid Cap Value Etf Etf (AVMV)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Wisdomtree Enhanced Commodity Stgy Etf (GCC)
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)

View all positions for Team Financial Group

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