Lowe Brockenbrough & Co’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Lowe Brockenbrough & Co’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	$81.3K	Hold	1,200	–	–	﹤0.01%	294
2026 Q1	$69.7K	Hold	1,200	–	–	﹤0.01%	290
2025 Q4	$68.3K	Hold	1,200	–	–	﹤0.01%	293
2025 Q3	$67K	Hold	1,200	–	–	﹤0.01%	301
2025 Q2	$61.2K	Buy	+1,200	New	+$57.9K	﹤0.01%	291
2018 Q4	–	Sell	-7,100	Closed	-$283K	–	192
2018 Q3	$283K	Hold	7,100	–	–	0.04%	184
2018 Q2	$275K	Buy	+7,100	New	+$267K	0.04%	186

Other funds holding EES

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lowe Brockenbrough & Co's EES Position: Q2 2026 in Review

Lowe Brockenbrough & Co held its WisdomTree US SmallCap Earnings Fund (EES) position steady in Q2 2026 at 1,200 shares worth $81.3K. The position accounts for ﹤0.01% of the portfolio, ranked #294.

Lowe Brockenbrough & Co first reported a position in EES in Q2 2018 and has held it in 7 quarters since. The position peaked at $283K in Q3 2018. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

Lowe Brockenbrough & Co held 1,200 shares of WisdomTree US SmallCap Earnings Fund worth $81.3K as of Q2 2026.
Lowe Brockenbrough & Co left its WisdomTree US SmallCap Earnings Fund share count unchanged in Q2 2026.
WisdomTree US SmallCap Earnings Fund made up ﹤0.01% of Lowe Brockenbrough & Co's portfolio in Q2 2026, its #294 holding.
Lowe Brockenbrough & Co first reported a position in WisdomTree US SmallCap Earnings Fund in Q2 2018 and has held it in 7 quarters since.
Lowe Brockenbrough & Co's WisdomTree US SmallCap Earnings Fund position peaked at $283K in Q3 2018.
170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q2 2026, filed 3 Aug 2026.