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

Frazier Financial Advisors’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
2026
Q1 		$59.9K Hold
1,032
– – 0.03% 165
2025
Q4 		$58.8K Hold
1,032
– – 0.03% 151
2025
Q3 		$57.7K Buy
1,032
+899
+676% +$48.7K 0.04% 147
2025
Q2 		$6.76K Hold
133
– – ﹤0.01% 414
2025
Q1 		$6.48K Buy
133
+7
+6% +$369 0.01% 398
2024
Q4 		$6.75K Hold
126
– – 0.01% 401
2024
Q3 		$6.63K Hold
126
– – 0.01% 460
2024
Q2 		$5.92K Hold
126
– – ﹤0.01% 562
2024
Q1 		$6.29K Hold
126
– – 0.01% 538
2023
Q4 		$6.26K Buy
+126
New +$5.57K 0.01% 448

Other funds holding EES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.05B AUM 23.41% 1-Year Est. Return