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GAMMA Investing’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

GAMMA Investing’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
Q3 		$6.84K Hold
106
– – ﹤0.01% 3529
2026
Q2 		$7.19K Hold
106
– – ﹤0.01% 3342
2026
Q1 		$6.15K Hold
106
– – ﹤0.01% 3293
2025
Q4 		$6.04K Hold
106
– – ﹤0.01% 3198
2025
Q3 		$5.92K Buy
+106
New +$5.74K ﹤0.01% 3104

Other funds holding EES

AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing's EES Position: Q3 2026 in Review

GAMMA Investing held its WisdomTree US SmallCap Earnings Fund (EES) position steady in Q3 2026 at 106 shares worth $6.84K. The position accounts for ﹤0.01% of the portfolio, ranked #3529.

GAMMA Investing first reported a position in EES in Q3 2025 and has held it in 5 quarters since. The position peaked at $7.19K in Q2 2026. 8 funds tracked by Wall St. Rank hold EES as of Q3 2026.

  • GAMMA Investing held 106 shares of WisdomTree US SmallCap Earnings Fund worth $6.84K as of Q3 2026.
  • GAMMA Investing left its WisdomTree US SmallCap Earnings Fund share count unchanged in Q3 2026.
  • WisdomTree US SmallCap Earnings Fund made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #3529 holding.
  • GAMMA Investing first reported a position in WisdomTree US SmallCap Earnings Fund in Q3 2025 and has held it in 5 quarters since.
  • GAMMA Investing's WisdomTree US SmallCap Earnings Fund position peaked at $7.19K in Q2 2026.
  • 8 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.