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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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.05B AUM 23.41% 1-Year Est. Return