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WisdomTree SmallCap Earnings Fund shares owned by Insight Advisors, LLC/ PA

Quarter-by-quarter ownership of WisdomTree SmallCap Earnings Fund (EES) shares owned by Insight Advisors, LLC/ PA from 13F filings

Historical chart of Insight Advisors, LLC/ PA investment in WisdomTree SmallCap Earnings Fund

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Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by Insight Advisors, LLC/ PA

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 31k 50.12
2023-12-31 $1.6M 32k 49.82
2023-09-30 $1.4M 33k 43.27
2023-06-30 $1.5M 34k 44.81
2023-03-31 $1.0M 24k 43.22
2022-12-31 $714k 17k 42.64
2021-03-31 $222k 4.6k 48.16

More positions owned by Insight Advisors, LLC/ PA

Ea Series Trust Alpha Architect (CAOS)
Ea Series Trust Alpha Arch 1-3 (BOXX)
NVIDIA Corporation Call Option (NVDA)
Apple Put Option (AAPL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchange-traded First Tr Enh New (FTSM)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Index Fds Growth Etf (VUG)
Wisdomtree Tr Us Multifactor (USMF)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Broadcom (AVGO)

View all positions for Insight Advisors, LLC/ PA

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