EPG Wealth Management’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

EPG Wealth Management’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
2025 Q1	–	Sell	-653	Closed	-$35.2K	–	424
2024 Q4	$35.2K	Hold	653	–	–	0.01%	315
2024 Q3	$34.4K	Buy	+653	New	+$33.1K	0.01%	320
2024 Q2	–	Sell	-653	Closed	-$31.3K	–	345
2024 Q1	$32.7K	Hold	653	–	–	0.01%	336
2023 Q4	$30.7K	Hold	653	–	–	0.01%	327
2023 Q3	$28.3K	Hold	653	–	–	0.01%	322
2023 Q2	$29.3K	Hold	653	–	–	0.01%	318
2023 Q1	$28.2K	Buy	653 +40	+7%	+$1.81K	0.01%	320
2022 Q4	$26.1K	Hold	613	–	–	0.01%	295
2022 Q3	$24K	Buy	+613	New	+$26.7K	0.01%	301
2022 Q2	–	Sell	-613	Closed	-$29K	–	247
2022 Q1	$29K	Hold	613	–	–	0.01%	317
2021 Q4	$32K	Hold	613	–	–	0.01%	313
2021 Q3	$30K	Buy	+613	New	+$29.6K	0.01%	296
2020 Q2	–	Sell	-2,792	Closed	-$62K	–	308
2020 Q1	$62K	Buy	+2,792	New	+$90K	0.05%	242

Other funds holding EES

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return

SPA

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

EPG Wealth Management's EES Position: Q1 2025 in Review

EPG Wealth Management sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q1 2025, closing a stake of 653 shares — an estimated $35.2K sold.

EPG Wealth Management first reported a position in EES in Q1 2020 and held it in 13 quarters. The position peaked at $62K in Q1 2020. 147 funds tracked by Wall St. Rank hold EES as of Q1 2025.

EPG Wealth Management reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q1 2025 after selling out during the quarter.
EPG Wealth Management sold 653 WisdomTree US SmallCap Earnings Fund shares in Q1 2025, an estimated $35.2K.
EPG Wealth Management first reported a position in WisdomTree US SmallCap Earnings Fund in Q1 2020 and held it in 13 quarters.
EPG Wealth Management's WisdomTree US SmallCap Earnings Fund position peaked at $62K in Q1 2020.
147 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q1 2025.

Based on EPG Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.