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WisdomTree SmallCap Earnings Fund shares owned by Uhlmann Price Securities

Quarter-by-quarter ownership of WisdomTree SmallCap Earnings Fund (EES) shares owned by Uhlmann Price Securities from 13F filings

Historical chart of Uhlmann Price Securities investment in WisdomTree SmallCap Earnings Fund

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All positions including WisdomTree SmallCap Earnings Fund held by Uhlmann Price Securities consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by Uhlmann Price Securities

Quarter filed Position value Share count Share price at filing
2025-09-30 $292k 5.2k 55.88
2025-06-30 $234k 4.6k 51.00
2025-03-31 $236k 4.8k 48.85

More positions owned by Uhlmann Price Securities

Wisdomtree Tr Floatng Rat Trea (USFR)
Blackstone Group Inc Com Cl A (BX)
Intuit (INTU)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Goldman Sachs (GS)
Uber Technologies (UBER)
Alphabet Cap Stk Cl C (GOOG)
Shopify Cl A Sub Vtg Shs (SHOP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Chewy Cl A (CHWY)
Mexico Fund (MXF)
Chesapeake Energy Corp (EXE)
Neuberger Berman Mlp Income (NML)
Wisdomtree Tr Us Largecap Divd (DLN)

View all positions for Uhlmann Price Securities

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