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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
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SC
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Avidian Wealth Enterprises's EES Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its WisdomTree US SmallCap Earnings Fund (EES) stake by 0.01% in Q2 2026, buying an estimated $63 and bringing the position to 16,897 shares worth $1.15M. The position accounts for 0.03% of the portfolio, ranked #292.

Avidian Wealth Enterprises first reported a position in EES in Q1 2026 and has held it in 2 quarters since. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

  • Avidian Wealth Enterprises held 16,897 shares of WisdomTree US SmallCap Earnings Fund worth $1.15M as of Q2 2026.
  • Avidian Wealth Enterprises bought 1 WisdomTree US SmallCap Earnings Fund share in Q2 2026, an estimated $63.
  • WisdomTree US SmallCap Earnings Fund made up 0.03% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #292 holding.
  • Avidian Wealth Enterprises first reported a position in WisdomTree US SmallCap Earnings Fund in Q1 2026 and has held it in 2 quarters since.
  • 170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.