Advisory Services Network’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Advisory Services Network’s Portfolio EES Stock Details EES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$335K	Sell	4,946 -259	-5%	-$16.4K	﹤0.01%	1663
2026 Q1	$302K	Buy	5,205 +10	+0.2%	+$591	﹤0.01%	1581
2025 Q4	$296K	Buy	5,195 +18	+0.3%	+$1.01K	﹤0.01%	1495
2025 Q3	$289K	Buy	5,177 +10	+0.2%	+$541	﹤0.01%	1484
2025 Q2	$266K	Sell	5,167 -115	-2%	-$5.55K	﹤0.01%	1489
2025 Q1	$258K	Buy	+5,282	New	+$278K	0.01%	1398
2019 Q4	–	Sell	-36	Closed	-$1K	–	3124
2019 Q3	$1K	Hold	36	–	–	﹤0.01%	2703
2019 Q2	$1K	Buy	+36	New	+$1.3K	﹤0.01%	2701

Other funds holding EES

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Advisory Services Network's EES Position: Q2 2026 in Review

Advisory Services Network reduced its WisdomTree US SmallCap Earnings Fund (EES) stake by 5% in Q2 2026, selling an estimated $16.4K and leaving 4,946 shares worth $335K. The position accounts for ﹤0.01% of the portfolio, ranked #1663.

Advisory Services Network first reported a position in EES in Q2 2019 and has held it in 8 quarters since. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

Advisory Services Network held 4,946 shares of WisdomTree US SmallCap Earnings Fund worth $335K as of Q2 2026.
Advisory Services Network sold 259 WisdomTree US SmallCap Earnings Fund shares in Q2 2026, an estimated $16.4K.
WisdomTree US SmallCap Earnings Fund made up ﹤0.01% of Advisory Services Network's portfolio in Q2 2026, its #1663 holding.
Advisory Services Network first reported a position in WisdomTree US SmallCap Earnings Fund in Q2 2019 and has held it in 8 quarters since.
170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.