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

Precedent Wealth Partners’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 Q3	$398K	Sell
2025 Q2	$412K	Buy
2025 Q1	$391K	Sell
2024 Q4	$504K	Sell
2024 Q3	$603K	Sell
2024 Q2	$649K	Sell
2024 Q1	$714K	Buy
2023 Q4	$653K	Buy