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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$78K	Hold	1,350	–	–	0.03%	94
2025 Q4	$76K	Hold	1,350	–	–	0.03%	93
2025 Q3	$75K	Hold	1,350	–	–	0.03%	95
2025 Q2	$68K	Hold	1,350	–	–	0.03%	90
2025 Q1	$65K	Hold	1,350	–	–	0.03%	90
2024 Q4	$72K	Hold	1,350	–	–	0.03%	77
2024 Q3	$71K	Hold	1,350	–	–	0.03%	77
2024 Q2	$63K	Hold	1,350	–	–	0.03%	85
2024 Q1	$68K	Hold	1,350	–	–	0.07%	45
2023 Q4	$67K	Hold	1,350	–	–	0.04%	87
2023 Q3	$58K	Hold	1,350	–	–	0.07%	61
2023 Q2	$60K	Hold	1,350	–	–	0.04%	99
2023 Q1	$58K	Hold	1,350	–	–	0.04%	83
2022 Q4	$57K	Hold	1,350	–	–	0.04%	81
2022 Q3	$52K	Hold	1,350	–	–	0.04%	72
2022 Q2	$55K	Hold	1,350	–	–	0.05%	94
2022 Q1	$64K	Hold	1,350	–	–	0.06%	88
2021 Q4	$69K	Buy	+1,350	New	+$68.8K	0.07%	86