Tyler-Stone Wealth Management’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Tyler-Stone Wealth Management’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 Q2	$927K	Buy	18,197 +21	+0.1%	+$1.01K	0.15%	125
2025 Q1	$888K	Buy	18,176 +799	+5%	+$42.1K	0.16%	120
2024 Q4	$937K	Buy	17,377 +250	+1%	+$13.7K	0.17%	113
2024 Q3	$903K	Buy	17,127 +8,228	+92%	+$417K	0.17%	117
2024 Q2	$419K	Sell	8,899 -644	-7%	-$30.8K	0.17%	115
2024 Q1	$478K	Sell	9,543 -324	-3%	-$15.6K	0.21%	96
2023 Q4	$492K	Sell	9,867 -1,186	-11%	-$52.5K	0.25%	82
2023 Q3	$478K	Sell	11,053 -1,431	-11%	-$65.1K	0.27%	75
2023 Q2	$559K	Buy	+12,484	New	+$532K	0.32%	67
2022 Q4	$616K	Buy	14,463 +470	+3%	+$20.3K	0.42%	57
2022 Q3	$548K	Sell	13,993 -2,127	-13%	-$92.6K	0.42%	57
2022 Q2	$663K	Buy	16,120 +1,439	+10%	+$64K	0.44%	51
2022 Q1	$704K	Buy	14,681 +2,155	+17%	+$105K	0.39%	59
2021 Q4	$644K	Buy	+12,526	New	+$639K	0.34%	61

Other funds holding EES

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SPA

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

KFI

Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Tyler-Stone Wealth Management's EES Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its WisdomTree US SmallCap Earnings Fund (EES) stake by 0.12% in Q2 2025, buying an estimated $1.01K and bringing the position to 18,197 shares worth $927K. The position accounts for 0.15% of the portfolio, ranked #125.

Tyler-Stone Wealth Management first reported a position in EES in Q4 2021 and has held it in 14 quarters since. The position peaked at $937K in Q4 2024. 142 funds tracked by Wall St. Rank hold EES as of Q2 2025.

Tyler-Stone Wealth Management held 18,197 shares of WisdomTree US SmallCap Earnings Fund worth $927K as of Q2 2025.
Tyler-Stone Wealth Management bought 21 WisdomTree US SmallCap Earnings Fund shares in Q2 2025, an estimated $1.01K.
WisdomTree US SmallCap Earnings Fund made up 0.15% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #125 holding.
Tyler-Stone Wealth Management first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2021 and has held it in 14 quarters since.
Tyler-Stone Wealth Management's WisdomTree US SmallCap Earnings Fund position peaked at $937K in Q4 2024.
142 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.