DFP
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Defined Financial Planning’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Defined Financial Planning’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 		$1.99M Buy
38,586
+5,757
+18% +$297K 1.77% 19
2025
Q1 		$1.61M Buy
32,829
+1,600
+5% +$78.3K 1.63% 19
2024
Q4 		$1.68M Buy
+31,229
New +$1.68M 1.8% 19