Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Wealth Enhancement Advisory Services’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 		$345K Sell
2025
Q1 		$369K Buy
2024
Q4 		$362K Buy
2024
Q3 		$338K Buy
2024
Q2 		$297K Sell
2024
Q1 		$424K Sell
2023
Q4 		$543K Sell
2023
Q3 		$623K Buy