BTI
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Blue Trust Inc’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Blue Trust Inc’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
Q1 		$157K Hold
2,708
– – ﹤0.01% 848
2025
Q4 		$154K Hold
2,708
– – ﹤0.01% 869
2025
Q3 		$151K Hold
2,708
– – ﹤0.01% 908
2025
Q2 		$138K Hold
2,708
– – ﹤0.01% 912
2025
Q1 		$132K Buy
2,708
+2,700
+33,750% +$142K ﹤0.01% 876
2024
Q4 		$432 Hold
8
– – ﹤0.01% 2336
2024
Q3 		$377 Hold
8
– – ﹤0.01% 2817
2024
Q2 		$401 Hold
8
– – ﹤0.01% 2627
2024
Q1 		$401 Buy
+8
New +$385 ﹤0.01% 2025
2023
Q4 		– Sell
-63
Closed -$3K – 2542
2023
Q3 		$3K Buy
+63
New +$2.87K ﹤0.01% 1743

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