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Ruedi Wealth Management’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Ruedi Wealth Management’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
Q2 		– Sell
-163
Closed -$7.96K – 134
2025
Q1 		$7.96K Hold
163
– – ﹤0.01% 181
2024
Q4 		$8.79K Hold
163
– – ﹤0.01% 178
2024
Q3 		$8.6K Hold
163
– – ﹤0.01% 184
2024
Q2 		$7.68K Hold
163
– – ﹤0.01% 204
2024
Q1 		$8.17K Buy
+163
New +$7.84K ﹤0.01% 174

Other funds holding EES

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Ruedi Wealth Management's EES Position: Q2 2025 in Review

Ruedi Wealth Management sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q2 2025, closing a stake of 163 shares — an estimated $7.96K sold.

Ruedi Wealth Management first reported a position in EES in Q1 2024 and held it in 5 quarters. The position peaked at $8.79K in Q4 2024. 142 funds tracked by Wall St. Rank hold EES as of Q2 2025.

  • Ruedi Wealth Management reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 163 WisdomTree US SmallCap Earnings Fund shares in Q2 2025, an estimated $7.96K.
  • Ruedi Wealth Management first reported a position in WisdomTree US SmallCap Earnings Fund in Q1 2024 and held it in 5 quarters.
  • Ruedi Wealth Management's WisdomTree US SmallCap Earnings Fund position peaked at $8.79K in Q4 2024.
  • 142 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.