Oxler Private Wealth
EES icon

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

Oxler Private Wealth’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
Q3 		– Sell
-10,825
Closed -$734K – 91
2026
Q2 		$734K Sell
10,825
-563
-5% -$35.7K 0.21% 52
2026
Q1 		$661K Sell
11,388
-474
-4% -$28K 0.21% 51
2025
Q4 		$675K Sell
11,862
-783
-6% -$43.8K 0.2% 54
2025
Q3 		$706K Sell
12,645
-519
-4% -$28.1K 0.21% 52
2025
Q2 		$671K Sell
13,164
-1,296
-9% -$62.5K 0.21% 54
2025
Q1 		$706K Buy
14,460
+42
+0.3% +$2.21K 0.25% 50
2024
Q4 		$778K Sell
14,418
-1,089
-7% -$59.8K 0.26% 49
2024
Q3 		$818K Sell
15,507
-530
-3% -$26.9K 0.29% 50
2024
Q2 		$756K Sell
16,037
-745
-4% -$35.7K 0.28% 51
2024
Q1 		$841K Sell
16,782
-368
-2% -$17.7K 0.33% 49
2023
Q4 		$854K Buy
17,150
+50
+0.3% +$2.21K 0.71% 25
2023
Q3 		$740K Sell
17,100
-610
-3% -$27.7K 0.37% 55
2023
Q2 		$794K Sell
17,710
-24,381
-58% -$1.04M 0.38% 56
2023
Q1 		$1.82M Sell
42,091
-313
-0.7% -$14.2K 0.9% 32
2022
Q4 		$1.81M Sell
42,404
-244
-0.6% -$10.5K 0.97% 32
2022
Q3 		$1.67M Sell
42,648
-569
-1% -$24.8K 0.93% 30
2022
Q2 		$1.78M Buy
43,217
+14,113
+48% +$628K 0.86% 35
2022
Q1 		$1.4M Buy
29,104
+544
+2% +$26.4K 0.63% 46
2021
Q4 		$1.47M Sell
28,560
-28
-0.1% -$1.43K 0.61% 51
2021
Q3 		$1.38M Buy
28,588
+4,409
+18% +$213K 0.61% 50
2021
Q2 		$1.19M Sell
24,179
-504
-2% -$24.7K 0.52% 54
2021
Q1 		$1.17M Buy
24,683
+5,500
+29% +$245K 0.59% 47
2020
Q4 		$746K Buy
+19,183
New +$672K 0.42% 53

Other funds holding EES

TopTier Wealth Management
TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return
Shore Point Advisors
Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return
CANC
Culbertson A N & Co Charlottesville, Virginia $861M AUM 19.73% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
New Perspectives Inc
New Perspectives Inc Ridgeland, Mississippi $329M AUM 9.94% 1-Year Est. Return
Moller Wealth Partners
Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
S.A. Mason
S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return

Oxler Private Wealth's EES Position: Q3 2026 in Review

Oxler Private Wealth sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q3 2026, closing a stake of 10,825 shares — an estimated $734K sold.

Oxler Private Wealth first reported a position in EES in Q4 2020 and held it in 23 quarters. The position peaked at $1.82M in Q1 2023. 39 funds tracked by Wall St. Rank hold EES as of Q3 2026.

  • Oxler Private Wealth reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q3 2026 after selling out during the quarter.
  • Oxler Private Wealth sold 10,825 WisdomTree US SmallCap Earnings Fund shares in Q3 2026, an estimated $734K.
  • Oxler Private Wealth first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2020 and held it in 23 quarters.
  • Oxler Private Wealth's WisdomTree US SmallCap Earnings Fund position peaked at $1.82M in Q1 2023.
  • 39 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q3 2026.

Based on Oxler Private Wealth's 13F filing for Q3 2026, filed 21 Oct 2026.