Focus Partners Wealth
EES icon

Focus Partners Wealth’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Focus Partners Wealth’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 		$203K Sell
3,975
-2,350
-37% -$120K ﹤0.01% 1864
2025
Q1 		$309K Sell
6,325
-940
-13% -$45.9K ﹤0.01% 1546
2024
Q4 		$392K Hold
7,265
– – ﹤0.01% 1418
2024
Q3 		$383K Buy
7,265
+820
+13% +$43.3K ﹤0.01% 1222
2024
Q2 		$304K Buy
+6,445
New +$304K ﹤0.01% 1070