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WisdomTree SmallCap Earnings Fund shares owned by PSI Advisors

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

Historical chart of PSI Advisors investment in WisdomTree SmallCap Earnings Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by PSI Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $366k 7.3k 50.12
2023-12-31 $379k 7.6k 49.82
2023-09-30 $329k 7.6k 43.27
2023-06-30 $356k 7.9k 44.81
2023-03-31 $371k 8.6k 43.22
2022-12-31 $308k 7.2k 42.59
2022-09-30 $2.2M 56k 39.17
2022-06-30 $2.7M 66k 41.39
2022-03-31 $3.2M 67k 47.97
2021-12-31 $3.4M 67k 51.41
2021-09-30 $3.2M 67k 48.34
2021-06-30 $3.1M 64k 49.38
2021-03-31 $3.1M 66k 47.38
2020-12-31 $2.6M 67k 38.91
2020-09-30 $2.2M 73k 29.86
2020-06-30 $38M 74k 513.20
2020-03-31 $1.6M 73k 22.13
2019-12-31 $2.8M 72k 38.45

More positions owned by PSI Advisors

Spdr Portfolio S&p 500 Uit Exchange Traded (SPLG)
Invsc Qqq Trust Srs 1 Uit Exchange Traded (QQQ)
Ishares Core MF Closed and MF Open (DGRO)
First Trust MF Closed and MF Open (BUFR)
Jp Morgan MF Closed and MF Open (JEPQ)
Spdr Portfolio S&p 400 Uit Exchange Traded (SPMD)
Pacer Us Cash Cows 100 Uit Exchange Traded (COWZ)
First Trust MF Closed and MF Open (KNG)
Spdr Portfolio S&p 600 Uit Exchange Traded (SPSM)
Apple Common Stock (AAPL)
Select Sector MF Closed and MF Open (XLRE)
First Trust MF Closed and MF Open (SDVY)
Invesco S&p MF Closed and MF Open (XMHQ)
Energy Transfer Limited Partnershp (ET)
Spdr S&p 500 Growth Etf Uit Exchange Traded (SPYG)

View all positions for PSI Advisors

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