Team Financial Group’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Team Financial Group’s Portfolio EES Stock Details EES Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$153K	Sell
2025 Q2	$141K	Buy
2025 Q1	–	Sell
2024 Q4	$209K	Sell
2024 Q3	$218K	Sell
2024 Q2	$268K	Sell
2024 Q1	$355K	Sell
2023 Q4	$361K	Buy
2023 Q3	$310K	Buy