First Western Trust Bank’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

First Western Trust Bank’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	-69,790	Closed	-$3.76M	–	191
2024 Q4	$3.76M	Hold	69,790	–	–	0.17%	43
2024 Q3	$3.68M	Hold	69,790	–	–	0.17%	50
2024 Q2	$3.29M	Hold	69,790	–	–	0.16%	50
2024 Q1	$3.5M	Hold	69,790	–	–	0.16%	52
2023 Q4	$3.48M	Hold	69,790	–	–	0.17%	51
2023 Q3	$3.02M	Hold	69,790	–	–	0.16%	57
2023 Q2	$3.13M	Hold	69,790	–	–	0.15%	59
2023 Q1	$3.02M	Buy	+69,790	New	+$3.16M	0.16%	61

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 $611M AUM 21.11% 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

First Western Trust Bank's EES Position: Q1 2025 in Review

First Western Trust Bank sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q1 2025, closing a stake of 69,790 shares — an estimated $3.76M sold.

First Western Trust Bank first reported a position in EES in Q1 2023 and held it in 8 quarters. The position peaked at $3.76M in Q4 2024. 147 funds tracked by Wall St. Rank hold EES as of Q1 2025.

First Western Trust Bank reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q1 2025 after selling out during the quarter.
First Western Trust Bank sold 69,790 WisdomTree US SmallCap Earnings Fund shares in Q1 2025, an estimated $3.76M.
First Western Trust Bank first reported a position in WisdomTree US SmallCap Earnings Fund in Q1 2023 and held it in 8 quarters.
First Western Trust Bank's WisdomTree US SmallCap Earnings Fund position peaked at $3.76M in Q4 2024.
147 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q1 2025.

Based on First Western Trust Bank's 13F filing for Q1 2025, filed 12 May 2025.