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Intrua Financial’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Intrua Financial’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
Q1 		– Sell
-4,706
Closed -$254K – 384
2024
Q4 		$254K Sell
4,706
-1,217
-21% -$66.8K 0.04% 306
2024
Q3 		$312K Sell
5,923
-13,061
-69% -$662K 0.05% 299
2024
Q2 		$895K Sell
18,984
-582
-3% -$27.9K 0.13% 132
2024
Q1 		$981K Sell
19,566
-234
-1% -$11.3K 0.14% 143
2023
Q4 		$986K Buy
19,800
+46
+0.2% +$2.04K 0.14% 137
2023
Q3 		$855K Sell
19,754
-249
-1% -$11.3K 0.14% 135
2023
Q2 		$896K Buy
20,003
+53
+0.3% +$2.26K 0.15% 130
2023
Q1 		$815K Sell
19,950
-395
-2% -$17.9K 0.17% 125
2022
Q4 		$915K Sell
20,345
-609
-3% -$26.3K 0.21% 115
2022
Q3 		$821K Sell
20,954
-677
-3% -$29.5K 0.22% 105
2022
Q2 		$889K Buy
21,631
+42
+0.2% +$1.87K 0.19% 120
2022
Q1 		$1.03M Sell
21,589
-589
-3% -$28.6K 0.19% 115
2021
Q4 		$1.14M Sell
22,178
-49
-0.2% -$2.5K 0.2% 115
2021
Q3 		$1.09M Buy
22,227
+6
+0% +$290 0.2% 111
2021
Q2 		$1.1M Sell
22,221
-553
-2% -$27.1K 0.26% 86
2021
Q1 		$1.1M Buy
22,774
+5,387
+31% +$240K 0.28% 81
2020
Q4 		$677K Sell
17,387
-1,313
-7% -$46K 0.3% 66
2020
Q3 		$643K Buy
18,700
+1,963
+12% +$59.2K 0.32% 66
2020
Q2 		$532K Buy
+16,737
New +$436K 0.2% 108

Other funds holding EES

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Intrua Financial's EES Position: Q1 2025 in Review

Intrua Financial sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q1 2025, closing a stake of 4,706 shares — an estimated $254K sold.

Intrua Financial first reported a position in EES in Q2 2020 and held it in 19 quarters. The position peaked at $1.14M in Q4 2021. 147 funds tracked by Wall St. Rank hold EES as of Q1 2025.

  • Intrua Financial reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q1 2025 after selling out during the quarter.
  • Intrua Financial sold 4,706 WisdomTree US SmallCap Earnings Fund shares in Q1 2025, an estimated $254K.
  • Intrua Financial first reported a position in WisdomTree US SmallCap Earnings Fund in Q2 2020 and held it in 19 quarters.
  • Intrua Financial's WisdomTree US SmallCap Earnings Fund position peaked at $1.14M in Q4 2021.
  • 147 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q1 2025.

Based on Intrua Financial's 13F filing for Q1 2025, filed 28 May 2025.