MWP

Moller Wealth Partners’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Moller Wealth Partners’s Portfolio EES Stock Details EES Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$940K	Hold	18,442	–	–	0.21%	37
2025 Q1	$901K	Hold	18,442	–	–	0.22%	35
2024 Q4	$995K	Hold	18,442	–	–	0.26%	33
2024 Q3	$973K	Sell	18,442 -49	-0.3%	-$2.59K	0.24%	33
2024 Q2	$871K	Hold	18,491	–	–	0.23%	33
2024 Q1	$927K	Hold	18,491	–	–	0.25%	32
2023 Q4	$921K	Hold	18,491	–	–	0.26%	32
2023 Q3	$800K	Sell	18,491 -44	-0.2%	-$1.9K	0.25%	33
2023 Q2	$831K	Hold	18,535	–	–	0.25%	31
2023 Q1	$801K	Hold	18,535	–	–	0.25%	33
2022 Q4	$789K	Hold	18,535	–	–	0.25%	32
2022 Q3	$726K	Sell	18,535 -24	-0.1%	-$940	0.26%	33
2022 Q2	$763K	Hold	18,559	–	–	0.26%	33
2022 Q1	$890K	Hold	18,559	–	–	0.28%	32
2021 Q4	$954K	Hold	18,559	–	–	0.3%	30
2021 Q3	$897K	Sell	18,559 -21	-0.1%	-$1.02K	0.3%	31
2021 Q2	$918K	Hold	18,580	–	–	0.3%	30
2021 Q1	$880K	Hold	18,580	–	–	0.31%	32
2020 Q4	$723K	Hold	18,580	–	–	0.3%	33
2020 Q3	$555K	Sell	18,580 -33	-0.2%	-$986	0.25%	33
2020 Q2	$528K	Hold	18,613	–	–	0.23%	32
2020 Q1	$416K	Hold	18,613	–	–	0.22%	35
2019 Q4	$716K	Hold	18,613	–	–	0.32%	34
2019 Q3	$663K	Sell	18,613 -32	-0.2%	-$1.14K	0.32%	33
2019 Q2	$669K	Hold	18,645	–	–	0.34%	33
2019 Q1	$673K	Hold	18,645	–	–	0.3%	30
2018 Q4	$646K	Hold	18,645	–	–	0.42%	34
2018 Q3	$743K	Sell	18,645 -25	-0.1%	-$996	0.33%	25
2018 Q2	$722K	Hold	18,670	–	–	0.28%	27
2018 Q1	$667K	Hold	18,670	–	–	0.29%	27
2017 Q4	$676K	Sell	18,670 -29	-0.2%	-$1.05K	0.26%	30
2017 Q3	$654K	Hold	18,699	–	–	0.25%	30
2017 Q2	$614K	Hold	18,699	–	–	0.26%	31
2017 Q1	$602K	Buy	18,699 +12,466	+200%	+$401K	0.26%	32
2016 Q4	$609K	Hold	6,233	–	–	0.3%	30
2016 Q3	$529K	Hold	6,233	–	–	0.24%	34
2016 Q2	$492K	Hold	6,233	–	–	0.24%	32
2016 Q1	$480K	Hold	6,233	–	–	0.28%	30
2015 Q4	$472K	Hold	6,233	–	–	0.26%	30
2015 Q3	$458K	Sell	6,233 -6,713	-52%	-$493K	0.42%	27
2015 Q2	$1.1M	Hold	12,946	–	–	0.5%	22
2015 Q1	$1.09M	Sell	12,946 -380	-3%	-$32.1K	0.51%	23
2014 Q4	$1.1M	Hold	13,326	–	–	0.55%	23
2014 Q3	$1.01M	Hold	13,326	–	–	0.48%	27
2014 Q2	$1.1M	Sell	13,326 -6,397	-32%	-$529K	0.5%	27
2014 Q1	$1.61M	Hold	19,723	–	–	0.82%	19
2013 Q4	$1.61M	Sell	19,723 -2,268	-10%	-$185K	0.86%	20
2013 Q3	$1.63M	Hold	21,991	–	–	1.02%	19
2013 Q2	$1.47M	Buy	+21,991	New	+$1.47M	1.07%	19