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

Clearwater Capital 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
-4,230
Closed -$216K – 170
2025
Q2 		$216K Sell
4,230
-76
-2% -$3.67K 0.02% 154
2025
Q1 		$210K Hold
4,306
– – 0.02% 161
2024
Q4 		$232K Sell
4,306
-94
-2% -$5.16K 0.02% 161
2024
Q3 		$232K Hold
4,400
– – 0.02% 156
2024
Q2 		$207K Sell
4,400
-1,403
-24% -$67.2K 0.02% 153
2024
Q1 		$291K Sell
5,803
-140
-2% -$6.74K 0.03% 132
2023
Q4 		$296K Sell
5,943
-29
-0.5% -$1.28K 0.03% 125
2023
Q3 		$258K Sell
5,972
-210
-3% -$9.55K 0.03% 118
2023
Q2 		$277K Sell
6,182
-35
-0.6% -$1.49K 0.03% 120
2023
Q1 		$269K Sell
6,217
-1,716
-22% -$77.7K 0.03% 122
2022
Q4 		$338K Sell
7,933
-3,586
-31% -$155K 0.04% 111
2022
Q3 		$451K Sell
11,519
-431
-4% -$18.8K 0.06% 98
2022
Q2 		$491K Sell
11,950
-100
-0.8% -$4.45K 0.07% 92
2022
Q1 		$578K Hold
12,050
– – 0.07% 97
2021
Q4 		$619K Sell
12,050
-496
-4% -$25.3K 0.07% 97
2021
Q3 		$606K Sell
12,546
-1,772
-12% -$85.7K 0.07% 95
2021
Q2 		$707K Sell
14,318
-135
-0.9% -$6.62K 0.08% 92
2021
Q1 		$685K Sell
14,453
-5,765
-29% -$257K 0.09% 92
2020
Q4 		$787K Sell
20,218
-148
-0.7% -$5.18K 0.1% 85
2020
Q3 		$608K Sell
20,366
-3,033
-13% -$91.5K 0.1% 85
2020
Q2 		$664K Sell
23,399
-6,104
-21% -$159K 0.11% 84
2020
Q1 		$659K Sell
29,503
-10,992
-27% -$354K 0.14% 83
2019
Q4 		$1.56M Sell
40,495
-10,395
-20% -$384K 0.26% 69
2019
Q3 		$1.81M Sell
50,890
-3,342
-6% -$117K 0.32% 70
2019
Q2 		$1.95M Sell
54,232
-5,914
-10% -$214K 0.35% 74
2019
Q1 		$2.17M Sell
60,146
-12,299
-17% -$444K 0.41% 72
2018
Q4 		$2.32M Buy
72,445
+3,631
+5% +$129K 0.51% 64
2018
Q3 		$2.74M Sell
68,814
-755
-1% -$30.2K 0.54% 57
2018
Q2 		$2.69M Buy
69,569
+3,647
+6% +$137K 0.55% 56
2018
Q1 		$2.35M Buy
65,922
+3,309
+5% +$120K 0.49% 58
2017
Q4 		$2.27M Buy
62,613
+2,606
+4% +$92.8K 0.5% 62
2017
Q3 		$2.11M Buy
60,007
+11,637
+24% +$381K 0.49% 61
2017
Q2 		$1.58M Buy
48,370
+3,302
+7% +$107K 0.4% 69
2017
Q1 		$1.41M Buy
45,068
+11,318
+34% +$365K 0.39% 71
2016
Q4 		$1.1M Buy
33,750
+306
+0.9% +$9.16K 0.38% 71
2016
Q3 		$941K Buy
33,444
+2,064
+7% +$57.2K 0.33% 73
2016
Q2 		$819K Buy
+31,380
New +$817K 0.3% 74

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

Clearwater Capital Advisors's EES Position: Q3 2025 in Review

Clearwater Capital Advisors sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q3 2025, closing a stake of 4,230 shares — an estimated $216K sold.

Clearwater Capital Advisors first reported a position in EES in Q2 2016 and held it in 37 quarters. The position peaked at $2.74M in Q3 2018. 147 funds tracked by Wall St. Rank hold EES as of Q3 2025.

  • Clearwater Capital Advisors reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q3 2025 after selling out during the quarter.
  • Clearwater Capital Advisors sold 4,230 WisdomTree US SmallCap Earnings Fund shares in Q3 2025, an estimated $216K.
  • Clearwater Capital Advisors first reported a position in WisdomTree US SmallCap Earnings Fund in Q2 2016 and held it in 37 quarters.
  • Clearwater Capital Advisors's WisdomTree US SmallCap Earnings Fund position peaked at $2.74M in Q3 2018.
  • 147 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q3 2025.

Based on Clearwater Capital Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.