Medallion Wealth Advisors’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Medallion Wealth Advisors’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	$21.2K	Sell	365 -200	-35%	-$11.8K	0.01%	645
2025 Q4	$32.2K	Sell	565 -100	-15%	-$5.59K	0.01%	552
2025 Q3	$37.2K	Hold	665	–	–	0.01%	515
2025 Q2	$34.6K	Sell	665 -25	-4%	-$1.21K	0.01%	532
2025 Q1	$33.7K	Buy	690 +100	+17%	+$5.27K	0.02%	494
2024 Q4	$30.8K	Buy	+590	New	+$32.4K	0.02%	492

Other funds holding EES

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $324B AUM 22.36% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Medallion Wealth Advisors's EES Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its WisdomTree US SmallCap Earnings Fund (EES) stake by 35% in Q1 2026, selling an estimated $11.8K and leaving 365 shares worth $21.2K. The position accounts for 0.01% of the portfolio, ranked #645.

Medallion Wealth Advisors first reported a position in EES in Q4 2024 and has held it in 6 quarters since. The position peaked at $37.2K in Q3 2025. 164 funds tracked by Wall St. Rank hold EES as of Q1 2026.

Medallion Wealth Advisors held 365 shares of WisdomTree US SmallCap Earnings Fund worth $21.2K as of Q1 2026.
Medallion Wealth Advisors sold 200 WisdomTree US SmallCap Earnings Fund shares in Q1 2026, an estimated $11.8K.
WisdomTree US SmallCap Earnings Fund made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #645 holding.
Medallion Wealth Advisors first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's WisdomTree US SmallCap Earnings Fund position peaked at $37.2K in Q3 2025.
164 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.