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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
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

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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