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

Clearstead 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
Q3 		– Sell
-751
Closed -$38.3K – 3139
2025
Q2 		$38.3K Buy
+751
New +$36.2K ﹤0.01% 1380

Other funds holding EES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Clearstead Advisors's EES Position: Q3 2025 in Review

Clearstead Advisors sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q3 2025, closing a stake of 751 shares — an estimated $38.3K sold.

Clearstead Advisors first reported a position in EES in Q2 2025 and held it in 1 quarter. The position peaked at $38.3K in Q2 2025. 147 funds tracked by Wall St. Rank hold EES as of Q3 2025.

  • Clearstead Advisors reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q3 2025 after selling out during the quarter.
  • Clearstead Advisors sold 751 WisdomTree US SmallCap Earnings Fund shares in Q3 2025, an estimated $38.3K.
  • Clearstead Advisors first reported a position in WisdomTree US SmallCap Earnings Fund in Q2 2025 and held it in 1 quarter.
  • Clearstead Advisors's WisdomTree US SmallCap Earnings Fund position peaked at $38.3K in Q2 2025.
  • 147 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q3 2025.

Based on Clearstead Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.