Sweet Financial Partners’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Sweet Financial Partners’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
2024 Q3	$633K	Hold	12,000	–	–	0.14%	114
2024 Q2	$566K	Hold	12,000	–	–	0.13%	111
2024 Q1	$601K	Hold	12,000	–	–	0.14%	110
2023 Q4	$598K	Buy	12,000 +1,000	+9%	+$44.2K	0.14%	107
2023 Q3	$476K	Hold	11,000	–	–	0.13%	110
2023 Q2	$493K	Hold	11,000	–	–	0.13%	111
2023 Q1	$475K	Hold	11,000	–	–	0.13%	108
2022 Q4	$468K	Buy	11,000 +1,000	+10%	+$43.2K	0.14%	109
2022 Q3	$392K	Hold	10,000	–	–	0.12%	110
2022 Q2	$411K	Hold	10,000	–	–	0.13%	106
2022 Q1	$480K	Hold	10,000	–	–	0.13%	99
2021 Q4	$514K	Buy	+10,000	New	+$510K	0.21%	68

Other funds holding EES

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

SPA

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

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Sweet Financial Partners's EES Position: Q3 2024 in Review

Sweet Financial Partners held its WisdomTree US SmallCap Earnings Fund (EES) position steady in Q3 2024 at 12,000 shares worth $633K. The position accounts for 0.14% of the portfolio, ranked #114.

Sweet Financial Partners first reported a position in EES in Q4 2021 and has held it in 12 quarters since. 148 funds tracked by Wall St. Rank hold EES as of Q3 2024.

Sweet Financial Partners held 12,000 shares of WisdomTree US SmallCap Earnings Fund worth $633K as of Q3 2024.
Sweet Financial Partners left its WisdomTree US SmallCap Earnings Fund share count unchanged in Q3 2024.
WisdomTree US SmallCap Earnings Fund made up 0.14% of Sweet Financial Partners's portfolio in Q3 2024, its #114 holding.
Sweet Financial Partners first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2021 and has held it in 12 quarters since.
148 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.