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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$254K Sell
4,988
-9,502
-66% -$484K 0.11% 147
2025
Q1 		$708K Sell
14,490
-267
-2% -$13K 0.37% 84
2024
Q4 		$796K Buy
+14,757
New +$796K 0.44% 71