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Claris Financial’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Claris Financial’s Portfolio EES Stock Details EES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$833K Sell
16,342
-8,205
-33% -$418K 0.63% 45
2025
Q1 		$1.32M Hold
24,547
– – 0.87% 22
2024
Q4 		$1.32M Buy
+24,547
New +$1.32M 0.87% 22