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Columbia River Financial Group’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Columbia River Financial Group’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 		$555K Buy
9,571
+396
+4% +$23.4K 0.32% 38
2025
Q4 		$522K Hold
9,175
– – 0.32% 38
2025
Q3 		$507K Sell
9,175
-905
-9% -$49K 0.31% 39
2025
Q2 		$519K Buy
10,080
+24
+0.2% +$1.16K 0.34% 37
2025
Q1 		$491K Sell
10,056
-165
-2% -$8.69K 0.33% 40
2024
Q4 		$551K Buy
+10,221
New +$561K 0.38% 39

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