MWM
EES icon

Modera Wealth Management’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Modera Wealth Management’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 		$425K Hold
7,321
– – 0.01% 465
2025
Q4 		$417K Buy
7,321
+500
+7% +$28K ﹤0.01% 489
2025
Q3 		$381K Hold
6,821
– – ﹤0.01% 499
2025
Q2 		$348K Hold
6,821
– – ﹤0.01% 506
2025
Q1 		$333K Hold
6,821
– – ﹤0.01% 494
2024
Q4 		$368K Hold
6,821
– – ﹤0.01% 481
2024
Q3 		$360K Hold
6,821
– – ﹤0.01% 460
2024
Q2 		$321K Hold
6,821
– – ﹤0.01% 466
2024
Q1 		$342K Hold
6,821
– – 0.01% 455
2023
Q4 		$340K Hold
6,821
– – 0.01% 448
2023
Q3 		$295K Buy
+6,821
New +$310K 0.01% 458

Other funds holding EES

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
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