Graves Light Lenhart Wealth’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Graves Light Lenhart Wealth’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 Q2	$264K	Hold	3,900	–	–	0.02%	173
2026 Q1	$226K	Hold	3,900	–	–	0.02%	179
2025 Q4	$222K	Hold	3,900	–	–	0.02%	177
2025 Q3	$218K	Buy	+3,900	New	+$211K	0.02%	179
2025 Q1	–	Sell	-3,900	Closed	-$210K	–	188
2024 Q4	$210K	Hold	3,900	–	–	0.03%	173
2024 Q3	$206K	Buy	+3,900	New	+$198K	0.03%	180
2022 Q3	–	Sell	-3,900	Closed	-$160K	–	293
2022 Q2	$160K	Hold	3,900	–	–	0.02%	185
2022 Q1	$187K	Hold	3,900	–	–	0.03%	182
2021 Q4	$200K	Hold	3,900	–	–	0.03%	191
2021 Q3	$188K	Hold	3,900	–	–	0.03%	182
2021 Q2	$193K	Hold	3,900	–	–	0.03%	181
2021 Q1	$185K	Hold	3,900	–	–	0.03%	187
2020 Q4	$152K	Buy	+3,900	New	+$137K	0.03%	198

Other funds holding EES

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Graves Light Lenhart Wealth's EES Position: Q2 2026 in Review

Graves Light Lenhart Wealth held its WisdomTree US SmallCap Earnings Fund (EES) position steady in Q2 2026 at 3,900 shares worth $264K. The position accounts for 0.02% of the portfolio, ranked #173.

Graves Light Lenhart Wealth first reported a position in EES in Q4 2020 and has held it in 13 quarters since. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

Graves Light Lenhart Wealth held 3,900 shares of WisdomTree US SmallCap Earnings Fund worth $264K as of Q2 2026.
Graves Light Lenhart Wealth left its WisdomTree US SmallCap Earnings Fund share count unchanged in Q2 2026.
WisdomTree US SmallCap Earnings Fund made up 0.02% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #173 holding.
Graves Light Lenhart Wealth first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2020 and has held it in 13 quarters since.
170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.