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WisdomTree SmallCap Earnings Fund shares owned by Wiley Bros.-aintree Capital

Quarter-by-quarter ownership of WisdomTree SmallCap Earnings Fund (EES) shares owned by Wiley Bros.-aintree Capital from 13F filings

Historical chart of Wiley Bros.-aintree Capital investment in WisdomTree SmallCap Earnings Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree SmallCap Earnings Fund held by Wiley Bros.-aintree Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by Wiley Bros.-aintree Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $516k 10k 50.12
2023-12-31 $419k 8.4k 49.82
2023-09-30 $415k 9.6k 43.27
2023-06-30 $430k 9.6k 44.81
2023-03-31 $415k 9.6k 43.22
2022-12-31 $358k 8.4k 42.59
2022-09-30 $329k 8.4k 39.17

More positions owned by Wiley Bros.-aintree Capital

Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p500 Etf (IVV)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Microsoft Corporation (MSFT)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
NVIDIA Corporation (NVDA)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Amazon (AMZN)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Capital Group Core Equity Et Shs Creation Uni (CGUS)

View all positions for Wiley Bros.-aintree Capital

Top funds holding WisdomTree SmallCap Earnings Fund

UBS Group
Bank of America Corporation
Savant Capital Management
Shore Point Advisors
Linscomb & Williams
Raymond James Financial Services Advisors
Commonwealth Equity Services
Kathleen S. Wright Associates
Global Retirement Partners
AE Wealth Management
9258 Wealth Management
Wells Fargo & Company
Private Advisor
Royal Bank of Canada
First Western Trust Bank

View all funds holding WisdomTree SmallCap Earnings Fund