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

Envision Financial’s Portfolio EES Stock Details EES Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$236K	Hold
2025 Q1	$226K	Sell
2024 Q4	$303K	Buy