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

Concurrent Investment Advisors’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 		$738K Buy
14,478
+3,184
+28% +$162K 0.01% 695
2025
Q1 		$552K Buy
+11,294
New +$552K 0.01% 719