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Waverly Advisors’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Waverly Advisors’s Portfolio EES Stock Details EES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.06M Hold
79,765
– – 0.04% 342
2025
Q1 		$3.9M Sell
79,765
-200
-0.3% -$9.77K 0.05% 339
2024
Q4 		$4.31M Buy
+79,965
New +$4.31M 0.07% 240