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Transce3nd’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Transce3nd’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
2025
Q3 		– Sell
-711
Closed -$36.2K – 429
2025
Q2 		$36.2K Sell
711
-5
-0.7% -$241 0.02% 341
2025
Q1 		$35K Sell
716
-316
-31% -$16.6K 0.02% 346
2024
Q4 		$55.7K Buy
+1,032
New +$56.6K 0.02% 348

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 $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Transce3nd's EES Position: Q3 2025 in Review

Transce3nd sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q3 2025, closing a stake of 711 shares — an estimated $36.2K sold.

Transce3nd first reported a position in EES in Q4 2024 and held it in 3 quarters. The position peaked at $55.7K in Q4 2024. 147 funds tracked by Wall St. Rank hold EES as of Q3 2025.

  • Transce3nd reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q3 2025 after selling out during the quarter.
  • Transce3nd sold 711 WisdomTree US SmallCap Earnings Fund shares in Q3 2025, an estimated $36.2K.
  • Transce3nd first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2024 and held it in 3 quarters.
  • Transce3nd's WisdomTree US SmallCap Earnings Fund position peaked at $55.7K in Q4 2024.
  • 147 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q3 2025.

Based on Transce3nd's 13F filing for Q3 2025, filed 12 Nov 2025.