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Dunhill Financial’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Dunhill Financial’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
Q1 		$3.64K Sell
62
-1
-2% -$59 ﹤0.01% 683
2025
Q4 		$3.56K Buy
63
+1
+2% +$56 ﹤0.01% 643
2025
Q3 		$3.49K Hold
62
– – ﹤0.01% 603
2025
Q2 		$3.17K Hold
62
– – ﹤0.01% 614
2025
Q1 		$3.02K Hold
62
– – ﹤0.01% 663
2024
Q4 		$3.33K Hold
62
– – ﹤0.01% 633
2024
Q3 		$3.25K Buy
62
+1
+2% +$51 ﹤0.01% 636
2024
Q2 		$2.89K Hold
61
– – ﹤0.01% 498
2024
Q1 		$3.06K Hold
61
– – ﹤0.01% 412
2023
Q4 		$3.03K Buy
+61
New +$2.7K ﹤0.01% 373

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Bank of America
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Ameriprise
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Cetera Investment Advisers
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KFI
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Raymond James Financial
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SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.05B AUM 23.41% 1-Year Est. Return