Invenio Wealth Partners’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Invenio Wealth Partners’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
2025 Q1	$5.5M	Buy
2024 Q4	$5.82M	Sell
2024 Q3	$6.21M	Sell
2024 Q2	$5.72M	Buy
2024 Q1	$5.78M	Buy
2023 Q4	$2.13M	Buy
2023 Q3	$1.25M	Buy