Continuum Advisory’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Continuum Advisory’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 Q2	–	Sell	-25	Closed	-$1.22K	–	725
2025 Q1	$1.22K	Hold	25	–	–	﹤0.01%	1477
2024 Q4	$1.35K	Hold	25	–	–	﹤0.01%	1548
2024 Q3	$1.41K	Hold	25	–	–	﹤0.01%	1552
2024 Q2	$1.18K	Hold	25	–	–	﹤0.01%	1436
2024 Q1	$1.23K	Buy	+25	New	+$1.2K	﹤0.01%	1429
2020 Q1	–	Sell	-40,441	Closed	-$1.55M	–	144
2019 Q4	$1.55M	Buy	40,441 +1,071	+3%	+$39.6K	0.9%	28
2019 Q3	$1.38M	Buy	39,370 +4,309	+12%	+$150K	0.92%	32
2019 Q2	$1.26M	Sell	35,061 -1,754	-5%	-$63.4K	0.86%	32
2019 Q1	$1.35M	Buy	36,815 +22,821	+163%	+$823K	1.01%	27
2018 Q4	$448K	Buy	+13,994	New	+$499K	0.33%	81

Other funds holding EES

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SPA

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Continuum Advisory's EES Position: Q2 2025 in Review

Continuum Advisory sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q2 2025, closing a stake of 25 shares — an estimated $1.22K sold.

Continuum Advisory first reported a position in EES in Q4 2018 and held it in 10 quarters. The position peaked at $1.55M in Q4 2019. 142 funds tracked by Wall St. Rank hold EES as of Q2 2025.

Continuum Advisory reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q2 2025 after selling out during the quarter.
Continuum Advisory sold 25 WisdomTree US SmallCap Earnings Fund shares in Q2 2025, an estimated $1.22K.
Continuum Advisory first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2018 and held it in 10 quarters.
Continuum Advisory's WisdomTree US SmallCap Earnings Fund position peaked at $1.55M in Q4 2019.
142 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.