Pinnacle Wealth Management Advisory Group’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Pinnacle Wealth Management Advisory 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 Q2	$222K	Buy	+3,270	New	+$208K	0.01%	505
2020 Q2	–	Sell	-34,636	Closed	-$773K	–	176
2020 Q1	$773K	Sell	34,636 -18,133	-34%	-$585K	0.38%	69
2019 Q4	$2.03M	Sell	52,769 -779	-1%	-$28.8K	0.76%	35
2019 Q3	$1.91M	Buy	53,548 +7,630	+17%	+$266K	0.8%	35
2019 Q2	$1.65M	Buy	45,918 +373	+0.8%	+$13.5K	0.7%	44
2019 Q1	$1.65M	Buy	45,545 +11,480	+34%	+$414K	0.74%	40
2018 Q4	$1.09M	Buy	34,065 +20,960	+160%	+$747K	0.59%	53
2018 Q3	$522K	Buy	13,105 +5,505	+72%	+$220K	0.26%	96
2018 Q2	$294K	Buy	+7,600	New	+$286K	0.16%	114

Other funds holding EES

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's EES Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group opened a new position in WisdomTree US SmallCap Earnings Fund (EES) in Q2 2026: 3,270 shares worth $222K. The stake represents 0.01% of the portfolio and ranks #505 among its holdings. This is a return to the name: Pinnacle Wealth Management Advisory Group previously reported a position in EES as recently as Q1 2020.

Pinnacle Wealth Management Advisory Group first reported a position in EES in Q2 2018 and has held it in 9 quarters since. The position peaked at $2.03M in Q4 2019. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

Pinnacle Wealth Management Advisory Group held 3,270 shares of WisdomTree US SmallCap Earnings Fund worth $222K as of Q2 2026.
WisdomTree US SmallCap Earnings Fund was a new Pinnacle Wealth Management Advisory Group position in Q2 2026.
WisdomTree US SmallCap Earnings Fund made up 0.01% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #505 holding.
Pinnacle Wealth Management Advisory Group first reported a position in WisdomTree US SmallCap Earnings Fund in Q2 2018 and has held it in 9 quarters since.
Pinnacle Wealth Management Advisory Group's WisdomTree US SmallCap Earnings Fund position peaked at $2.03M in Q4 2019.
170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.