Newbridge Financial Services Group’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Newbridge Financial Services Group’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	$25.4K	Hold	375	–	–	﹤0.01%	649
2026 Q1	$21.8K	Hold	375	–	–	﹤0.01%	618
2025 Q4	$21.3K	Hold	375	–	–	﹤0.01%	626
2025 Q3	$21K	Hold	375	–	–	﹤0.01%	735
2025 Q2	$19.1K	Hold	375	–	–	﹤0.01%	737
2025 Q1	$18.3K	Hold	375	–	–	﹤0.01%	566
2024 Q4	$20.2K	Hold	375	–	–	0.01%	595
2024 Q3	$19.8K	Hold	375	–	–	0.01%	363
2024 Q2	$17.7K	Hold	375	–	–	0.01%	595
2024 Q1	$18.8K	Hold	375	–	–	0.01%	619
2023 Q4	$18.7K	Hold	375	–	–	0.01%	607
2023 Q3	$16.2K	Hold	375	–	–	0.01%	694
2023 Q2	$16.8K	Hold	375	–	–	0.01%	744
2023 Q1	$16.2K	Hold	375	–	–	0.01%	785
2022 Q4	$16K	Buy	+375	New	+$16.2K	0.01%	797

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

Newbridge Financial Services Group's EES Position: Q2 2026 in Review

Newbridge Financial Services Group held its WisdomTree US SmallCap Earnings Fund (EES) position steady in Q2 2026 at 375 shares worth $25.4K. The position accounts for ﹤0.01% of the portfolio, ranked #649.

Newbridge Financial Services Group first reported a position in EES in Q4 2022 and has held it in 15 quarters since. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

Newbridge Financial Services Group held 375 shares of WisdomTree US SmallCap Earnings Fund worth $25.4K as of Q2 2026.
Newbridge Financial Services Group left its WisdomTree US SmallCap Earnings Fund share count unchanged in Q2 2026.
WisdomTree US SmallCap Earnings Fund made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #649 holding.
Newbridge Financial Services Group first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2022 and has held it in 15 quarters since.
170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.