Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Envestnet Portfolio Solutions’s Portfolio EES Stock Details EES Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-4,682
Closed -$221K – 1694
2024
Q2 		$221K Buy
4,682
+276
+6% +$13K ﹤0.01% 1542
2024
Q1 		$221K Buy
4,406
+364
+9% +$18.2K ﹤0.01% 1516
2023
Q4 		$201K Buy
+4,042
New +$201K ﹤0.01% 1497