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

HighTower 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
2025 Q2	–	Sell	-14,144	Closed	-$691K	–	3820
2025 Q1	$691K	Sell	14,144 -6,810	-32%	-$359K	﹤0.01%	2213
2024 Q4	$1.13M	Sell	20,954 -3,378	-14%	-$185K	﹤0.01%	1878
2024 Q3	$1.28M	Sell	24,332 -863	-3%	-$43.7K	﹤0.01%	1771
2024 Q2	$1.19M	Sell	25,195 -2,624	-9%	-$126K	﹤0.01%	1750
2024 Q1	$1.4M	Buy	27,819 +125	+0.5%	+$6.01K	﹤0.01%	1610
2023 Q4	$1.38M	Sell	27,694 -4,169	-13%	-$184K	﹤0.01%	1668
2023 Q3	$1.38M	Sell	31,863 -1,395	-4%	-$63.5K	﹤0.01%	1584
2023 Q2	$1.49M	Sell	33,258 -1,162	-3%	-$49.5K	﹤0.01%	1521
2023 Q1	$1.49M	Hold	34,420	–	–	﹤0.01%	1460
2022 Q4	$1.47M	Sell	34,420 -1,538	-4%	-$66.5K	﹤0.01%	1452
2022 Q3	$1.41M	Sell	35,958 -441	-1%	-$19.2K	﹤0.01%	1429
2022 Q2	$1.5M	Sell	36,399 -272	-0.7%	-$12.1K	﹤0.01%	1413
2022 Q1	$1.76M	Buy	36,671 +3,959	+12%	+$192K	﹤0.01%	1452
2021 Q4	$1.68M	Sell	32,712 -1,280	-4%	-$65.3K	﹤0.01%	1463
2021 Q3	$1.64M	Sell	33,992 -1,053	-3%	-$50.9K	﹤0.01%	1376
2021 Q2	$1.73M	Sell	35,045 -476	-1%	-$23.4K	0.01%	1307
2021 Q1	$1.69M	Buy	+35,521	New	+$1.58M	0.01%	1227
2020 Q4	–	Sell	-43,623	Closed	-$1.3M	–	2678
2020 Q3	$1.3M	Sell	43,623 -1,295	-3%	-$39.1K	0.01%	1078
2020 Q2	$1.27M	Sell	44,918 -64,829	-59%	-$1.69M	0.01%	1006
2020 Q1	$2.44M	Sell	109,747 -82,410	-43%	-$2.66M	0.02%	683
2019 Q4	$7.38M	Sell	192,157 -1,841	-0.9%	-$68K	0.04%	421
2019 Q3	$6.9M	Sell	193,998 -8,619	-4%	-$301K	0.04%	446
2019 Q2	$7.26M	Sell	202,617 -969	-0.5%	-$35K	0.04%	423
2019 Q1	$7.35M	Buy	203,586 +3,880	+2%	+$140K	0.05%	381
2018 Q4	$6.4M	Buy	199,706 +631	+0.3%	+$22.5K	0.05%	384
2018 Q3	$7.93M	Buy	199,075 +5,478	+3%	+$219K	0.06%	355
2018 Q2	$7.49M	Buy	193,597 +930	+0.5%	+$35K	0.06%	360
2018 Q1	$6.88M	Buy	192,667 +2,381	+1%	+$86.7K	0.06%	365
2017 Q4	$6.89M	Buy	190,286 +13,528	+8%	+$482K	0.06%	370
2017 Q3	$6.19M	Sell	176,758 -2,140	-1%	-$70.1K	0.05%	405
2017 Q2	$5.88M	Buy	178,898 +576	+0.3%	+$18.6K	0.05%	411
2017 Q1	$5.75M	Buy	178,322 +57,332	+47%	+$1.85M	0.06%	385
2016 Q4	$3.94M	Buy	120,990 +35,982	+42%	+$1.08M	0.04%	472
2016 Q3	$2.4M	Sell	85,008 -1,155	-1%	-$32K	0.03%	599
2016 Q2	$2.27M	Buy	86,163 +2,775	+3%	+$72.2K	0.03%	591
2016 Q1	$2.14M	Buy	83,388 +20,286	+32%	+$479K	0.01%	694
2015 Q4	$1.59M	Buy	63,102 +1,950	+3%	+$50.8K	0.02%	729
2015 Q3	$1.5M	Buy	61,152 +378	+0.6%	+$9.97K	0.02%	713
2015 Q2	$1.72M	Buy	60,774 +9,852	+19%	+$280K	0.03%	587
2015 Q1	$1.43M	Buy	50,922 +12,912	+34%	+$352K	0.02%	690
2014 Q4	$1.05M	Buy	38,010 +19,647	+107%	+$521K	0.02%	777
2014 Q3	$466K	Sell	18,363 -4,977	-21%	-$133K	0.01%	1046
2014 Q2	$643K	Buy	+23,340	New	+$624K	0.01%	970

Other funds holding EES

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SPA

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

HighTower Advisors's EES Position: Q2 2025 in Review

HighTower Advisors sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q2 2025, closing a stake of 14,144 shares — an estimated $691K sold.

HighTower Advisors first reported a position in EES in Q2 2014 and held it in 43 quarters. The position peaked at $7.93M in Q3 2018. 142 funds tracked by Wall St. Rank hold EES as of Q2 2025.

HighTower Advisors reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q2 2025 after selling out during the quarter.
HighTower Advisors sold 14,144 WisdomTree US SmallCap Earnings Fund shares in Q2 2025, an estimated $691K.
HighTower Advisors first reported a position in WisdomTree US SmallCap Earnings Fund in Q2 2014 and held it in 43 quarters.
HighTower Advisors's WisdomTree US SmallCap Earnings Fund position peaked at $7.93M in Q3 2018.
142 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2025.

Based on HighTower Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.