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
2025 Q3	$381K	Hold
2025 Q2	$348K	Hold
2025 Q1	$333K	Hold
2024 Q4	$368K	Hold
2024 Q3	$360K	Hold
2024 Q2	$321K	Hold
2024 Q1	$342K	Hold
2023 Q4	$340K	Hold
2023 Q3	$295K	Buy