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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$519K	Buy	10,080 +24	+0.2%	+$1.24K	0.34%	37
2025 Q1	$491K	Sell	10,056 -165	-2%	-$8.06K	0.33%	40
2024 Q4	$551K	Buy	+10,221	New	+$551K	0.38%	39