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Principal Securities’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Principal Securities’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
Q4 		– Sell
-739
Closed -$41.3K – 1941
2025
Q3 		$41.3K Hold
739
– – ﹤0.01% 2045
2025
Q2 		$37.7K Sell
739
-140
-16% -$6.76K ﹤0.01% 2014
2025
Q1 		$47.4K Buy
879
+405
+85% +$21.3K ﹤0.01% 1777
2024
Q4 		$25.6K Sell
474
-6
-1% -$329 ﹤0.01% 2080
2024
Q3 		$25.3K Buy
480
+10
+2% +$507 ﹤0.01% 2006
2024
Q2 		$22.2K Buy
470
+91
+24% +$4.36K ﹤0.01% 2019
2024
Q1 		$19K Hold
379
– – ﹤0.01% 2029
2023
Q4 		$18.9K Buy
+379
New +$16.8K ﹤0.01% 1954

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
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return