Kingsview Wealth Management’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	$302K	Hold	5,210	–	–	﹤0.01%	1085
2025 Q4	$297K	Hold	5,210	–	–	﹤0.01%	1025
2025 Q3	$291K	Hold	5,210	–	–	﹤0.01%	974
2025 Q2	$266K	Sell	5,210 -60	-1%	-$2.9K	﹤0.01%	988
2025 Q1	$257K	Sell	5,270 -63	-1%	-$3.32K	﹤0.01%	944
2024 Q4	$288K	Sell	5,333 -20	-0.4%	-$1.1K	0.01%	917
2024 Q3	$282K	Sell	5,353 -46	-0.9%	-$2.33K	0.01%	907
2024 Q2	$254K	Sell	5,399 -350	-6%	-$16.8K	0.01%	899
2024 Q1	$288K	Sell	5,749 -481	-8%	-$23.1K	0.01%	830
2023 Q4	$310K	Sell	6,230 -225	-3%	-$9.95K	0.01%	754
2023 Q3	$279K	Hold	6,455	–	–	0.01%	776
2023 Q2	$289K	Sell	6,455 -100	-2%	-$4.26K	0.01%	750
2023 Q1	$283K	Hold	6,555	–	–	0.01%	727
2022 Q4	$279K	Hold	6,555	–	–	0.01%	694
2022 Q3	$257K	Sell	6,555 -150	-2%	-$6.53K	0.01%	680
2022 Q2	$276K	Sell	6,705 -52	-0.8%	-$2.31K	0.01%	685
2022 Q1	$324K	Sell	6,757 -147	-2%	-$7.14K	0.01%	679
2021 Q4	$355K	Sell	6,904 -140	-2%	-$7.14K	0.01%	669
2021 Q3	$340K	Buy	7,044 +68	+1%	+$3.29K	0.02%	653
2021 Q2	$348K	Buy	6,976 +2,764	+66%	+$136K	0.02%	660
2021 Q1	$202K	Buy	+4,212	New	+$188K	0.01%	771