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Laurel Wealth Advisors (North Carolina)’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
Q2 		$327K Sell
4,820
-50
-1% -$3.17K 0.03% 171
2026
Q1 		$312K Buy
4,870
+690
+17% +$40.8K 0.03% 172
2025
Q4 		$238K Buy
+4,180
New +$234K 0.03% 180
2025
Q3 		– Sell
-4,210
Closed -$215K – 169
2025
Q2 		$215K Hold
4,210
– – 0.03% 183
2025
Q1 		$206K Buy
4,210
+210
+5% +$11.1K 0.03% 180
2024
Q4 		$216K Sell
4,000
-100
-2% -$5.49K 0.03% 175
2024
Q3 		$216K Buy
4,100
+590
+17% +$29.9K 0.03% 173
2024
Q2 		$165K Buy
3,510
+45
+1% +$2.15K 0.03% 184
2024
Q1 		$174K Buy
3,465
+170
+5% +$8.18K 0.03% 189
2023
Q4 		$164K Buy
3,295
+310
+10% +$13.7K 0.03% 183
2023
Q3 		$129K Buy
2,985
+410
+16% +$18.7K 0.03% 199
2023
Q2 		$115K Buy
2,575
+350
+16% +$14.9K 0.02% 212
2023
Q1 		$96.2K Buy
2,225
+55
+3% +$2.49K 0.02% 228
2022
Q4 		$92.4K Buy
2,170
+900
+71% +$38.9K 0.02% 212
2022
Q3 		$50K Buy
1,270
+135
+12% +$5.88K 0.01% 251
2022
Q2 		$47K Buy
1,135
+125
+12% +$5.56K 0.01% 261
2022
Q1 		$48K Sell
1,010
-300
-23% -$14.6K 0.01% 277
2021
Q4 		$67K Sell
1,310
-51
-4% -$2.6K 0.01% 250
2021
Q3 		$66K Hold
1,361
– – 0.01% 250
2021
Q2 		$67K Sell
1,361
-100
-7% -$4.91K 0.01% 252
2021
Q1 		$69K Sell
1,461
-50
-3% -$2.23K 0.02% 238
2020
Q4 		$59K Sell
1,511
-370
-20% -$13K 0.02% 245
2020
Q3 		$56K Sell
1,881
-598
-24% -$18K 0.02% 230
2020
Q2 		$70K Buy
2,479
+424
+21% +$11K 0.02% 205
2020
Q1 		$46K Buy
2,055
+1,030
+100% +$33.2K 0.02% 228
2019
Q4 		$39K Buy
1,025
+700
+215% +$25.9K 0.01% 266
2019
Q3 		$12K Buy
+325
New +$11.3K ﹤0.01% 361

Other funds holding EES

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s EES Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) reduced its WisdomTree US SmallCap Earnings Fund (EES) stake by 1% in Q2 2026, selling an estimated $3.17K and leaving 4,820 shares worth $327K. The position accounts for 0.03% of the portfolio, ranked #171.

Laurel Wealth Advisors (North Carolina) first reported a position in EES in Q3 2019 and has held it in 27 quarters since. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

  • Laurel Wealth Advisors (North Carolina) held 4,820 shares of WisdomTree US SmallCap Earnings Fund worth $327K as of Q2 2026.
  • Laurel Wealth Advisors (North Carolina) sold 50 WisdomTree US SmallCap Earnings Fund shares in Q2 2026, an estimated $3.17K.
  • WisdomTree US SmallCap Earnings Fund made up 0.03% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #171 holding.
  • Laurel Wealth Advisors (North Carolina) first reported a position in WisdomTree US SmallCap Earnings Fund in Q3 2019 and has held it in 27 quarters since.
  • 170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.