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Avidian Wealth Enterprises’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Avidian Wealth Enterprises’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
Q3 		$1.08M Sell
16,666
-231
-1% -$15.6K 0.03% 318
2026
Q2 		$1.15M Buy
16,897
+1
+0% +$63 0.03% 292
2026
Q1 		$981K Buy
+16,896
New +$999K 0.03% 292

Other funds holding EES

TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
SAM
S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Avidian Wealth Enterprises's EES Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its WisdomTree US SmallCap Earnings Fund (EES) stake by 1.4% in Q3 2026, selling an estimated $15.6K and leaving 16,666 shares worth $1.08M. The position accounts for 0.03% of the portfolio, ranked #318.

Avidian Wealth Enterprises first reported a position in EES in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.15M in Q2 2026. 9 funds tracked by Wall St. Rank hold EES as of Q3 2026.

  • Avidian Wealth Enterprises held 16,666 shares of WisdomTree US SmallCap Earnings Fund worth $1.08M as of Q3 2026.
  • Avidian Wealth Enterprises sold 231 WisdomTree US SmallCap Earnings Fund shares in Q3 2026, an estimated $15.6K.
  • WisdomTree US SmallCap Earnings Fund made up 0.03% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #318 holding.
  • Avidian Wealth Enterprises first reported a position in WisdomTree US SmallCap Earnings Fund in Q1 2026 and has held it in 3 quarters since.
  • Avidian Wealth Enterprises's WisdomTree US SmallCap Earnings Fund position peaked at $1.15M in Q2 2026.
  • 9 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.