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

Larson Financial Group’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
2026
Q1 		$859K Sell
14,796
-325
-2% -$19.2K 0.03% 349
2025
Q4 		$861K Sell
15,121
-280
-2% -$15.7K 0.03% 339
2025
Q3 		$860K Sell
15,401
-1,106
-7% -$59.9K 0.03% 340
2025
Q2 		$841K Buy
16,507
+57
+0.3% +$2.75K 0.03% 325
2025
Q1 		$803K Sell
16,450
-257
-2% -$13.5K 0.04% 307
2024
Q4 		$901K Sell
16,707
-40
-0.2% -$2.19K 0.05% 265
2024
Q3 		$883K Sell
16,747
-25
-0.1% -$1.27K 0.05% 242
2024
Q2 		$790K Buy
+16,772
New +$803K 0.05% 215
2021
Q1 		– Sell
-460
Closed -$18K – 854
2020
Q4 		$18K Buy
+460
New +$16.1K 0.01% 394

Other funds holding EES

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.05B AUM 23.41% 1-Year Est. Return