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

Team Financial Group’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
2026
Q1 		$159K Buy
2,745
+5
+0.2% +$296 0.07% 61
2025
Q4 		$156K Buy
2,740
+9
+0.3% +$503 0.07% 54
2025
Q3 		$153K Sell
2,731
-38
-1% -$2.06K 0.07% 51
2025
Q2 		$141K Buy
+2,769
New +$134K 0.07% 48
2025
Q1 		– Sell
-3,883
Closed -$209K – 40
2024
Q4 		$209K Sell
3,883
-248
-6% -$13.6K 0.12% 38
2024
Q3 		$218K Sell
4,131
-1,548
-27% -$78.5K 0.13% 34
2024
Q2 		$268K Sell
5,679
-1,403
-20% -$67.2K 0.17% 29
2024
Q1 		$355K Sell
7,082
-170
-2% -$8.18K 0.24% 26
2023
Q4 		$361K Buy
7,252
+87
+1% +$3.85K 0.26% 22
2023
Q3 		$310K Buy
+7,165
New +$326K 0.26% 24

Other funds holding EES

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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.05B AUM 23.41% 1-Year Est. Return