Insight 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
2026 Q1	$299K	Sell	5,146 -49,046	-91%	-$2.9M	0.06%	186
2025 Q4	$3.09M	Buy	54,192 +13,951	+35%	+$780K	0.47%	37
2025 Q3	$2.25M	Buy	40,241 +123	+0.3%	+$6.66K	0.34%	48
2025 Q2	$2.04M	Buy	40,118 +1,765	+5%	+$85.2K	0.33%	50
2025 Q1	$1.87M	Buy	38,353 +1,661	+5%	+$87.5K	0.33%	49
2024 Q4	$1.97M	Buy	36,692 +538	+1%	+$29.5K	0.34%	51
2024 Q3	$1.91M	Sell	36,154 -1,535	-4%	-$77.8K	0.33%	50
2024 Q2	$1.78M	Buy	37,689 +6,563	+21%	+$314K	0.32%	55
2024 Q1	$1.56M	Sell	31,126 -680	-2%	-$32.7K	0.3%	59
2023 Q4	$1.58M	Sell	31,806 -817	-3%	-$36.1K	0.34%	50
2023 Q3	$1.41M	Sell	32,623 -876	-3%	-$39.9K	0.32%	51
2023 Q2	$1.5M	Buy	33,499 +9,400	+39%	+$401K	0.34%	46
2023 Q1	$1.04M	Buy	24,099 +7,364	+44%	+$334K	0.25%	67
2022 Q4	$714K	Buy	+16,735	New	+$723K	0.25%	103
2021 Q2	–	Sell	-4,610	Closed	-$222K	–	317
2021 Q1	$222K	Buy	+4,610	New	+$205K	0.07%	300