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

Larson Financial Group’s Portfolio EES Stock Details EES Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$860K	Sell
2025 Q2	$841K	Buy
2025 Q1	$803K	Sell
2024 Q4	$901K	Sell
2024 Q3	$883K	Sell
2024 Q2	$790K	Buy
2021 Q1	–	Sell
2020 Q4	$18K	Buy