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

Envision Financial’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 		$236K Hold
4,632
– – 0.16% 45
2025
Q1 		$226K Sell
4,632
-991
-18% -$48.4K 0.17% 40
2024
Q4 		$303K Buy
+5,623
New +$303K 0.24% 38