Savvy Advisors Inc’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
2025
Q2
$301K Buy
2025
Q1
$288K Buy
2024
Q4
$282K Hold
2024
Q3
$276K Hold
2024
Q2
$247K Hold
2024
Q1
$262K Buy