Cetera Investment Advisers
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Cetera Investment Advisers’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Cetera Investment Advisers’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 		$23.5M Sell
346,942
-14,667
-4% -$931K 0.02% 673
2026
Q1 		$21M Sell
361,609
-15,387
-4% -$909K 0.02% 657
2025
Q4 		$21.5M Buy
376,996
+10,764
+3% +$602K 0.02% 636
2025
Q3 		$20.5M Buy
366,232
+52,559
+17% +$2.85M 0.02% 638
2025
Q2 		$16M Sell
313,673
-5,306
-2% -$256K 0.03% 605
2025
Q1 		$15.6M Sell
318,979
-955
-0.3% -$50.3K 0.03% 547
2024
Q4 		$17.3M Sell
319,934
-71,878
-18% -$3.94M 0.04% 478
2024
Q3 		$20.7M Buy
391,812
+3,210
+0.8% +$163K 0.05% 406
2024
Q2 		$18.3M Buy
388,602
+4,811
+1% +$230K 0.04% 418
2024
Q1 		$19.2M Buy
+383,791
New +$18.5M 0.05% 404
2023
Q1 		– Sell
-13,717
Closed -$584K – 2184
2022
Q4 		$584K Sell
13,717
-4,116
-23% -$178K 0.01% 1290
2022
Q3 		$699K Sell
17,833
-460
-3% -$20K 0.01% 859
2022
Q2 		$752K Buy
18,293
+4,695
+35% +$209K 0.01% 903
2022
Q1 		$652K Buy
13,598
+3,284
+32% +$160K 0.01% 1002
2021
Q4 		$530K Buy
10,314
+799
+8% +$40.7K 0.01% 1147
2021
Q3 		$460K Buy
9,515
+1,650
+21% +$79.8K 0.01% 1194
2021
Q2 		$388K Sell
7,865
-609
-7% -$29.9K 0.01% 1261
2021
Q1 		$402K Buy
8,474
+1,641
+24% +$73.1K 0.01% 1094
2020
Q4 		$266K Buy
+6,833
New +$239K 0.01% 1302

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
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
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Cetera Investment Advisers's EES Position: Q2 2026 in Review

Cetera Investment Advisers reduced its WisdomTree US SmallCap Earnings Fund (EES) stake by 4.1% in Q2 2026, selling an estimated $931K and leaving 346,942 shares worth $23.5M. The position accounts for 0.02% of the portfolio, ranked #673.

Cetera Investment Advisers first reported a position in EES in Q4 2020 and has held it in 19 quarters since. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

  • Cetera Investment Advisers held 346,942 shares of WisdomTree US SmallCap Earnings Fund worth $23.5M as of Q2 2026.
  • Cetera Investment Advisers sold 14,667 WisdomTree US SmallCap Earnings Fund shares in Q2 2026, an estimated $931K.
  • WisdomTree US SmallCap Earnings Fund made up 0.02% of Cetera Investment Advisers's portfolio in Q2 2026, its #673 holding.
  • Cetera Investment Advisers first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2020 and has held it in 19 quarters since.
  • 170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.