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
2026 Q3	$420K	Sell	6,501 -227	-3%	-$15.3K	0.06%	151
2026 Q2	$456K	Sell	6,728 -21	-0.3%	-$1.33K	0.08%	150
2026 Q1	$392K	Buy	6,749 +331	+5%	+$19.6K	0.08%	137
2025 Q4	$365K	Sell	6,418 -711	-10%	-$39.8K	0.08%	143
2025 Q3	$398K	Sell	7,129 -950	-12%	-$51.4K	0.09%	138
2025 Q2	$412K	Buy	8,079 +72	+0.9%	+$3.47K	0.1%	131
2025 Q1	$391K	Sell	8,007 -1,340	-14%	-$70.6K	0.11%	129
2024 Q4	$504K	Sell	9,347 -2,080	-18%	-$114K	0.16%	117
2024 Q3	$603K	Sell	11,427 -2,339	-17%	-$119K	0.2%	101
2024 Q2	$649K	Sell	13,766 -481	-3%	-$23K	0.26%	88
2024 Q1	$714K	Buy	14,247 +1,134	+9%	+$54.6K	0.31%	84
2023 Q4	$653K	Buy	+13,113	New	+$580K	0.33%	78

Other funds holding EES

TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return

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 Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

New Perspectives Inc Ridgeland, Mississippi $329M AUM 9.94% 1-Year Est. Return

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return

Precedent Wealth Partners's EES Position: Q3 2026 in Review

Precedent Wealth Partners reduced its WisdomTree US SmallCap Earnings Fund (EES) stake by 3.4% in Q3 2026, selling an estimated $15.3K and leaving 6,501 shares worth $420K. The position accounts for 0.06% of the portfolio, ranked #151.

Precedent Wealth Partners first reported a position in EES in Q4 2023 and has held it in 12 quarters since. The position peaked at $714K in Q1 2024. 39 funds tracked by Wall St. Rank hold EES as of Q3 2026.

Precedent Wealth Partners held 6,501 shares of WisdomTree US SmallCap Earnings Fund worth $420K as of Q3 2026.
Precedent Wealth Partners sold 227 WisdomTree US SmallCap Earnings Fund shares in Q3 2026, an estimated $15.3K.
WisdomTree US SmallCap Earnings Fund made up 0.06% of Precedent Wealth Partners's portfolio in Q3 2026, its #151 holding.
Precedent Wealth Partners first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2023 and has held it in 12 quarters since.
Precedent Wealth Partners's WisdomTree US SmallCap Earnings Fund position peaked at $714K in Q1 2024.
39 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q3 2026.

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