Register Financial Advisors’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$112K	Buy	1,649 +1	+0.1%	+$63	0.03%	267
2026 Q1	$95.7K	Buy	1,648 +141	+9%	+$8.33K	0.04%	252
2025 Q4	$85.8K	Buy	1,507 +1	+0.1%	+$56	0.03%	251
2025 Q3	$84.1K	Buy	+1,506	New	+$81.5K	0.03%	249
2024 Q3	–	Sell	-1,660	Closed	-$78.2K	–	427
2024 Q2	$78.2K	Sell	1,660 -208	-11%	-$9.96K	0.04%	301
2024 Q1	$93.6K	Buy	+1,868	New	+$89.9K	0.05%	272
2023 Q4	–	Sell	-210	Closed	-$9.09K	–	401
2023 Q3	$9.09K	Hold	210	–	–	0.01%	421
2023 Q2	$9.41K	Hold	210	–	–	0.01%	412
2023 Q1	$9.08K	Hold	210	–	–	0.01%	411
2022 Q4	$8.94K	Buy	+210	New	+$9.08K	0.01%	627

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

Register Financial Advisors's EES Position: Q2 2026 in Review

Register Financial Advisors increased its WisdomTree US SmallCap Earnings Fund (EES) stake by 0.06% in Q2 2026, buying an estimated $63 and bringing the position to 1,649 shares worth $112K. The position accounts for 0.03% of the portfolio, ranked #267.

Register Financial Advisors first reported a position in EES in Q4 2022 and has held it in 10 quarters since. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

Register Financial Advisors held 1,649 shares of WisdomTree US SmallCap Earnings Fund worth $112K as of Q2 2026.
Register Financial Advisors bought 1 WisdomTree US SmallCap Earnings Fund share in Q2 2026, an estimated $63.
WisdomTree US SmallCap Earnings Fund made up 0.03% of Register Financial Advisors's portfolio in Q2 2026, its #267 holding.
Register Financial Advisors first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2022 and has held it in 10 quarters since.
170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.