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

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	–	294
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