HighTower Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
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 | $1.68M | 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 | $7.94M | 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 | $1.6M | Buy |
63,102
+1,950
| +3% | +$50.8K | 0.02% | 729 |
|
|
2015
Q3 | $1.5M | Buy |
61,152
+378
| +0.6% | +$10K | 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
SPA
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 $7.94M in Q3 2018. 143 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 $7.94M in Q3 2018.
- 143 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.