Crux Wealth Advisors’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Crux Wealth 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	$271K	Sell
2025 Q2	$254K	Sell
2025 Q1	$708K	Sell
2024 Q4	$796K	Buy