SFP
EES icon

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
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 $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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 $5.64B AUM
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return