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

Nova 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
2026 Q2	$3.61K	Hold	53	–	–	﹤0.01%	487
2026 Q1	$3.09K	Hold	53	–	–	﹤0.01%	477
2025 Q4	$3.03K	Hold	53	–	–	﹤0.01%	478
2025 Q3	$2.98K	Sell	53 -65	-55%	-$3.52K	﹤0.01%	467
2025 Q2	$6.03K	Buy	118 +53	+82%	+$2.56K	﹤0.01%	419
2025 Q1	$3.19K	Sell	65 -85	-57%	-$4.48K	﹤0.01%	410
2024 Q4	$8.11K	Buy	+150	New	+$8.23K	0.01%	273

Other funds holding EES

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

TopTier Wealth Management Muskego, Wisconsin $166M AUM

Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return