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Rothschild Investment LLC’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Rothschild Investment LLC’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 		$52.2K Hold
900
– – ﹤0.01% 1101
2025
Q4 		$51.2K Sell
900
-500
-36% -$28K ﹤0.01% 1011
2025
Q3 		$78.2K Hold
1,400
– – ﹤0.01% 867
2025
Q2 		$71.3K Hold
1,400
– – ﹤0.01% 707
2025
Q1 		$68.4K Hold
1,400
– – ﹤0.01% 697
2024
Q4 		$75.5K Hold
1,400
– – ﹤0.01% 703
2024
Q3 		$73.8K Hold
1,400
– – ﹤0.01% 718
2024
Q2 		$66K Hold
1,400
– – ﹤0.01% 706
2024
Q1 		$70.2K Sell
1,400
-300
-18% -$14.4K 0.01% 670
2023
Q4 		$84.7K Buy
+1,700
New +$75.2K 0.01% 566

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