Parkside Financial Bank & Trust’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Parkside Financial Bank & Trust’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
2025 Q2	–	Sell	-6,993	Closed	-$342K	–	2820
2025 Q1	$342K	Hold	6,993	–	–	0.04%	285
2024 Q4	$377K	Buy	+6,993	New	+$384K	0.05%	250
2023 Q2	–	Sell	-1,333	Closed	-$57.6K	–	2034
2023 Q1	$57.6K	Buy	+1,333	New	+$60.4K	0.02%	536
2015 Q4	–	Sell	-3,324	Closed	-$81K	–	1078
2015 Q3	$81K	Buy	+3,324	New	+$87.7K	0.05%	233

Other funds holding EES

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SPA

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

KFI

Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Parkside Financial Bank & Trust's EES Position: Q2 2025 in Review

Parkside Financial Bank & Trust sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q2 2025, closing a stake of 6,993 shares — an estimated $342K sold.

Parkside Financial Bank & Trust first reported a position in EES in Q3 2015 and held it in 4 quarters. The position peaked at $377K in Q4 2024. 142 funds tracked by Wall St. Rank hold EES as of Q2 2025.

Parkside Financial Bank & Trust reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q2 2025 after selling out during the quarter.
Parkside Financial Bank & Trust sold 6,993 WisdomTree US SmallCap Earnings Fund shares in Q2 2025, an estimated $342K.
Parkside Financial Bank & Trust first reported a position in WisdomTree US SmallCap Earnings Fund in Q3 2015 and held it in 4 quarters.
Parkside Financial Bank & Trust's WisdomTree US SmallCap Earnings Fund position peaked at $377K in Q4 2024.
142 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2025.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2025, filed 7 Aug 2025.