Ubs Global Asset Management Americas »

WisdomTree SmallCap Earnings Fund shares owned by Ubs Global Asset Management Americas

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

Historical chart of Ubs Global Asset Management Americas investment in WisdomTree SmallCap Earnings Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree SmallCap Earnings Fund held by Ubs Global Asset Management Americas 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 Ubs Global Asset Management Americas

Quarter filed Position value Share count Share price at filing
2025-12-31 $50k 882 56.93
2019-09-30 $2.5M 71k 35.60
2019-06-30 $2.5M 71k 35.88
2019-03-31 $2.6M 71k 36.11
2018-12-31 $2.3M 71k 32.04
2018-09-30 $3.2M 81k 39.84
2018-06-30 $3.1M 81k 38.69
2018-03-31 $2.9M 81k 35.73

More positions owned by Ubs Global Asset Management Americas

NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Alphabet Cap Stk Cl C (GOOG)
Tesla Motors (TSLA)
Meta Platforms Cl A (META)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Visa Com Cl A (V)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Advanced Micro Devices (AMD)
Mastercard Incorporated Cl A (MA)

View all positions for Ubs Global Asset Management Americas

Top funds holding WisdomTree SmallCap Earnings Fund

UBS Group
LPL Financial
Ameriprise Financial
Cetera Investment Advisers
Key FInancial
Shore Point Advisors
Savant Capital Management
Raymond James Financial
Linscomb & Williams
Arkadios Wealth Advisors
Wells Fargo & Company
Kathleen S. Wright Associates
Amplius Wealth Advisors
Royal Bank of Canada
Warren Averett Asset Management

View all funds holding WisdomTree SmallCap Earnings Fund