Wealth & Pension Services Group »

WisdomTree SmallCap Earnings Fund shares owned by Wealth & Pension Services Group

Quarter-by-quarter ownership of WisdomTree SmallCap Earnings Fund (EES) shares owned by Wealth & Pension Services Group from 13F filings

Historical chart of Wealth & Pension Services 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 Wealth & Pension Services 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 Wealth & Pension Services Group

Quarter filed Position value Share count Share price at filing
2019-09-30 $553k 16k 35.61
2019-06-30 $649k 18k 35.90

More positions owned by Wealth & Pension Services Group

SPDR DJ Wilshire Large Cap (SPLG)
iShares Russell 1000 Index (IWB)
SPDR S&P World ex-US (SPDW)
J P Morgan Exchange Traded F ultra shrt (JPST)
iShares Russell 1000 Value Index (IWD)
Vanguard Dividend Appreciation ETF (VIG)
Vanguard Value ETF (VTV)
Vanguard Europe Pacific ETF (VEA)
iShares Russell 3000 Growth Index (IUSG)
iShares Russell 1000 Growth Index (IWF)
iShares S&P 500 Index (IVV)
SPDR DJ Wilshire Large Cap Growth (SPYG)
iShares Lehman 3-7 Yr Treasury Bond (IEI)
SPDR DJ Wilshire Mid Cap (SPMD)
Ishares Tr (LRGF)

View all positions for Wealth & Pension Services Group

Top funds holding WisdomTree SmallCap Earnings Fund

Morgan Stanley
UBS Group
Bank of America Corporation
Ameriprise Financial
LPL Financial
Savant Capital Management
Shore Point Advisors
Linscomb & Williams
Eqis Capital Management
Raymond James Financial Services Advisors
Kathleen S. Wright Associates
Commonwealth Equity Services
Envestnet Asset Management
Global Retirement Partners
Invenio Wealth Partners

View all funds holding WisdomTree SmallCap Earnings Fund