Savant Capital’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 Q1	$10.1M	Sell	173,284 -9,334	-5%	-$552K	0.05%	181
2025 Q4	$10.4M	Sell	182,618 -15,060	-8%	-$842K	0.06%	172
2025 Q3	$11M	Sell	197,678 -15,013	-7%	-$813K	0.07%	153
2025 Q2	$10.8M	Sell	212,691 -16,971	-7%	-$819K	0.08%	146
2025 Q1	$11.2M	Sell	229,662 -28,971	-11%	-$1.53M	0.1%	128
2024 Q4	$14M	Sell	258,633 -40,192	-13%	-$2.21M	0.11%	124
2024 Q3	$15.8M	Sell	298,825 -34,915	-10%	-$1.77M	0.13%	109
2024 Q2	$15.7M	Sell	333,740 -9,514	-3%	-$456K	0.16%	101
2024 Q1	$17.2M	Sell	343,254 -4,946	-1%	-$238K	0.2%	87
2023 Q4	$17.3M	Sell	348,200 -7,160	-2%	-$317K	0.22%	83
2023 Q3	$15.4M	Sell	355,360 -16,298	-4%	-$741K	0.23%	84
2023 Q2	$16.7M	Sell	371,658 -16,164	-4%	-$689K	0.26%	72
2023 Q1	$16.8M	Sell	387,822 -8,427	-2%	-$382K	0.31%	57
2022 Q4	$16.9M	Sell	396,249 -15,004	-4%	-$649K	0.41%	39
2022 Q3	$16.1M	Sell	411,253 -10,828	-3%	-$471K	0.5%	36
2022 Q2	$17.4M	Sell	422,081 -15,734	-4%	-$700K	0.53%	37
2022 Q1	$21M	Sell	437,815 -12,302	-3%	-$598K	0.69%	31
2021 Q4	$23.1M	Sell	450,117 -18,291	-4%	-$933K	0.75%	31
2021 Q3	$22.6M	Sell	468,408 -5,930	-1%	-$287K	0.83%	28
2021 Q2	$23.4M	Sell	474,338 -27,834	-6%	-$1.37M	0.95%	24
2021 Q1	$23.8M	Sell	502,172 -50,864	-9%	-$2.27M	1.28%	18
2020 Q4	$21.5M	Sell	553,036 -46,019	-8%	-$1.61M	1.25%	18
2020 Q3	$17.9M	Sell	599,055 -54,887	-8%	-$1.66M	1.22%	18
2020 Q2	$18.6M	Buy	653,942 +96,072	+17%	+$2.5M	1.41%	14
2020 Q1	$12.5M	Buy	+557,870	New	+$18M	1.18%	16