Amplius Wealth Advisors’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Amplius Wealth Advisors’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
2025 Q2	$7.37M	Buy
2022 Q3	–	Sell
2022 Q2	$208K	Sell
2022 Q1	$1.61M	Buy
2021 Q4	$489K	Buy