Dala Group
EES icon

Dala Group’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Dala Group’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
2026
Q3 		$206K Sell
3,182
-3,073
-49% -$208K 0.15% 69
2026
Q2 		$424K Sell
6,255
-1,753
-22% -$111K 0.35% 39
2026
Q1 		$464K Sell
8,008
-18,561
-70% -$1.1M 0.39% 39
2025
Q4 		$1.51M Buy
+26,569
New +$1.49M 1.31% 24

Other funds holding EES

TopTier Wealth Management
TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return
Shore Point Advisors
Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return
CANC
Culbertson A N & Co Charlottesville, Virginia $861M AUM 19.73% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Optima Capital
Optima Capital Beaverton, Oregon $253M AUM 15.59% 1-Year Est. Return
NBC Securities
NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return
New Perspectives Inc
New Perspectives Inc Ridgeland, Mississippi $329M AUM 9.94% 1-Year Est. Return
Howard Wealth Management
Howard Wealth Management Madison, Connecticut $277M AUM 13.83% 1-Year Est. Return
Moller Wealth Partners
Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

Dala Group's EES Position: Q3 2026 in Review

Dala Group reduced its WisdomTree US SmallCap Earnings Fund (EES) stake by 49% in Q3 2026, selling an estimated $208K and leaving 3,182 shares worth $206K. The position accounts for 0.15% of the portfolio, ranked #69.

Dala Group first reported a position in EES in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.51M in Q4 2025. 53 funds tracked by Wall St. Rank hold EES as of Q3 2026.

  • Dala Group held 3,182 shares of WisdomTree US SmallCap Earnings Fund worth $206K as of Q3 2026.
  • Dala Group sold 3,073 WisdomTree US SmallCap Earnings Fund shares in Q3 2026, an estimated $208K.
  • WisdomTree US SmallCap Earnings Fund made up 0.15% of Dala Group's portfolio in Q3 2026, its #69 holding.
  • Dala Group first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2025 and has held it in 4 quarters since.
  • Dala Group's WisdomTree US SmallCap Earnings Fund position peaked at $1.51M in Q4 2025.
  • 53 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q3 2026.

Based on Dala Group's 13F filing for Q3 2026, filed 29 Oct 2026.