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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-7,384	Closed	-$361K	–	978
2025 Q1	$361K	Sell	7,384 -1,758	-19%	-$85.9K	0.01%	731
2024 Q4	$493K	Buy	9,142 +125	+1%	+$6.74K	0.01%	640
2024 Q3	$476K	Buy	+9,017	New	+$476K	0.01%	626