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

Register Financial Advisors’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 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

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

TopTier Wealth Management Muskego, Wisconsin $166M AUM

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return