Archer Investment Corporation’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Archer Investment Corporation’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	–	Sell	-21	Closed	-$1.02K	–	1164
2025 Q1	$1.02K	Hold	21	–	–	﹤0.01%	999
2024 Q4	$1.12K	Hold	21	–	–	﹤0.01%	986
2024 Q3	$1.09K	Hold	21	–	–	﹤0.01%	972
2024 Q2	$973	Hold	21	–	–	﹤0.01%	966
2024 Q1	$1.03K	Buy	21 +1	+5%	+$48	﹤0.01%	946
2023 Q4	$1.02K	Hold	20	–	–	﹤0.01%	958
2023 Q3	$884	Hold	20	–	–	﹤0.01%	938
2023 Q2	$912	Hold	20	–	–	﹤0.01%	917
2023 Q1	$877	Hold	20	–	–	﹤0.01%	792
2022 Q4	$862	Hold	20	–	–	﹤0.01%	761
2022 Q3	$789	Hold	20	–	–	﹤0.01%	743
2022 Q2	$825	Buy	+20	New	+$890	﹤0.01%	746
2020 Q2	–	Sell	-165	Closed	-$4K	–	653
2020 Q1	$4K	Hold	165	–	–	﹤0.01%	490
2019 Q4	$6K	Buy	+165	New	+$6.09K	﹤0.01%	484
2019 Q3	–	Sell	-165	Closed	-$6K	–	505
2019 Q2	$6K	Hold	165	–	–	﹤0.01%	368
2019 Q1	$6K	Hold	165	–	–	﹤0.01%	366
2018 Q4	$5K	Buy	+165	New	+$5.88K	﹤0.01%	350

Other funds holding EES

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SPA

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Archer Investment Corporation's EES Position: Q2 2025 in Review

Archer Investment Corporation sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q2 2025, closing a stake of 21 shares — an estimated $1.02K sold.

Archer Investment Corporation first reported a position in EES in Q4 2018 and held it in 17 quarters. The position peaked at $6K in Q4 2019. 142 funds tracked by Wall St. Rank hold EES as of Q2 2025.

Archer Investment Corporation reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q2 2025 after selling out during the quarter.
Archer Investment Corporation sold 21 WisdomTree US SmallCap Earnings Fund shares in Q2 2025, an estimated $1.02K.
Archer Investment Corporation first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2018 and held it in 17 quarters.
Archer Investment Corporation's WisdomTree US SmallCap Earnings Fund position peaked at $6K in Q4 2019.
142 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2025.

Based on Archer Investment Corporation's 13F filing for Q2 2025, filed 12 Aug 2025.