Beacon Pointe Advisors’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Beacon Pointe 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	–	Sell	-20,222	Closed	-$988K	–	1261
2025 Q1	$988K	Buy	+20,222	New	+$1.07M	0.01%	640
2024 Q4	–	Sell	-20,222	Closed	-$1.07M	–	1227
2024 Q3	$1.07M	Buy	+20,222	New	+$1.02M	0.01%	616
2024 Q1	–	Sell	-20,222	Closed	-$1.01M	–	1364
2023 Q4	$1.01M	Hold	20,222	–	–	0.01%	663
2023 Q3	$875K	Hold	20,222	–	–	0.01%	674
2023 Q2	$906K	Hold	20,222	–	–	0.01%	547
2023 Q1	$874K	Hold	20,222	–	–	0.01%	581
2022 Q4	$861K	Buy	+20,222	New	+$874K	0.02%	544
2022 Q3	–	Sell	-20,329	Closed	-$836K	–	1021
2022 Q2	$836K	Hold	20,329	–	–	0.02%	515
2022 Q1	$975K	Buy	+20,329	New	+$988K	0.01%	629

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

Beacon Pointe Advisors's EES Position: Q2 2025 in Review

Beacon Pointe Advisors sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q2 2025, closing a stake of 20,222 shares — an estimated $988K sold.

Beacon Pointe Advisors first reported a position in EES in Q1 2022 and held it in 9 quarters. The position peaked at $1.07M in Q3 2024. 142 funds tracked by Wall St. Rank hold EES as of Q2 2025.

Beacon Pointe Advisors reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q2 2025 after selling out during the quarter.
Beacon Pointe Advisors sold 20,222 WisdomTree US SmallCap Earnings Fund shares in Q2 2025, an estimated $988K.
Beacon Pointe Advisors first reported a position in WisdomTree US SmallCap Earnings Fund in Q1 2022 and held it in 9 quarters.
Beacon Pointe Advisors's WisdomTree US SmallCap Earnings Fund position peaked at $1.07M in Q3 2024.
142 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2025.

Based on Beacon Pointe Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.