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WisdomTree SmallCap Earnings Fund shares owned by Essential Planning

Quarter-by-quarter ownership of WisdomTree SmallCap Earnings Fund (EES) shares owned by Essential Planning from 13F filings

Historical chart of Essential Planning investment in WisdomTree SmallCap Earnings Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by Essential Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $534k 11k 49.82
2023-09-30 $477k 11k 43.27
2023-06-30 $530k 12k 44.81
2023-03-31 $511k 12k 43.22
2022-12-31 $808k 21k 38.90
2022-09-30 $813k 21k 39.17

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View all positions for Essential Planning

Top funds holding WisdomTree SmallCap Earnings Fund

Morgan Stanley
UBS Group
Bank of America Corporation
Ameriprise Financial
LPL Financial
Cetera Investment Advisers
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

View all funds holding WisdomTree SmallCap Earnings Fund