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

Avantax Advisory Services’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 		$2.46M Sell
48,331
-219
-0.5% -$10.6K 0.01% 696
2025
Q1 		$2.37M Buy
48,550
+3,792
+8% +$200K 0.01% 668
2024
Q4 		$2.41M Sell
44,758
-1,357
-3% -$74.5K 0.02% 631
2024
Q3 		$2.43M Sell
46,115
-750
-2% -$38K 0.02% 610
2024
Q2 		$2.21M Buy
46,865
+4,306
+10% +$206K 0.02% 625
2024
Q1 		$2.13M Buy
42,559
+1,138
+3% +$54.8K 0.02% 529
2023
Q4 		$2.06M Sell
41,421
-306
-0.7% -$13.5K 0.02% 490
2023
Q3 		$1.81M Buy
41,727
+1,501
+4% +$68.3K 0.02% 488
2023
Q2 		$1.8M Buy
40,226
+1,272
+3% +$54.2K 0.02% 485
2023
Q1 		$1.68M Sell
38,954
-155
-0.4% -$7.02K 0.02% 489
2022
Q4 		$1.67M Buy
39,109
+5,434
+16% +$235K 0.02% 473
2022
Q3 		$1.32M Buy
33,675
+8,066
+31% +$351K 0.02% 482
2022
Q2 		$1.05M Buy
25,609
+6,389
+33% +$284K 0.02% 537
2022
Q1 		$921K Buy
19,220
+5,504
+40% +$268K 0.01% 567
2021
Q4 		$705K Sell
13,716
-139
-1% -$7.09K 0.01% 634
2021
Q3 		$670K Buy
13,855
+11
+0.1% +$532 0.01% 609
2021
Q2 		$682K Sell
13,844
-2,557
-16% -$125K 0.01% 582
2021
Q1 		$775K Sell
16,401
-691
-4% -$30.8K 0.02% 489
2020
Q4 		$666K Sell
17,092
-58,265
-77% -$2.04M 0.02% 470
2020
Q3 		$2.25M Buy
75,357
+53,314
+242% +$1.61M 0.04% 344
2020
Q2 		$625K Buy
22,043
+1,330
+6% +$34.6K 0.02% 429
2020
Q1 		$462K Sell
20,713
-19,246
-48% -$621K 0.01% 455
2019
Q4 		$1.54M Buy
+39,959
New +$1.48M 0.04% 257

Other funds holding EES

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Avantax Advisory Services's EES Position: Q2 2025 in Review

Avantax Advisory Services reduced its WisdomTree US SmallCap Earnings Fund (EES) stake by 0.45% in Q2 2025, selling an estimated $10.6K and leaving 48,331 shares worth $2.46M. The position accounts for 0.01% of the portfolio, ranked #696.

Avantax Advisory Services first reported a position in EES in Q4 2019 and has held it in 23 quarters since. 142 funds tracked by Wall St. Rank hold EES as of Q2 2025.

  • Avantax Advisory Services held 48,331 shares of WisdomTree US SmallCap Earnings Fund worth $2.46M as of Q2 2025.
  • Avantax Advisory Services sold 219 WisdomTree US SmallCap Earnings Fund shares in Q2 2025, an estimated $10.6K.
  • WisdomTree US SmallCap Earnings Fund made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #696 holding.
  • Avantax Advisory Services first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2019 and has held it in 23 quarters since.
  • 142 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.