Wealth Enhancement Advisory Services
EES icon

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
2026
Q2 		$324K Buy
4,807
+26
+0.5% +$1.65K ﹤0.01% 3125
2026
Q1 		$280K Sell
4,781
-1,414
-23% -$83.6K ﹤0.01% 2845
2025
Q4 		$363K Buy
6,195
+5
+0.1% +$280 ﹤0.01% 2746
2025
Q3 		$341K Sell
6,190
-322
-5% -$17.4K ﹤0.01% 2669
2025
Q2 		$345K Sell
6,512
-1,046
-14% -$50.5K ﹤0.01% 2527
2025
Q1 		$369K Buy
7,558
+855
+13% +$45K ﹤0.01% 2278
2024
Q4 		$362K Buy
6,703
+292
+5% +$16K ﹤0.01% 2227
2024
Q3 		$338K Buy
6,411
+110
+2% +$5.58K ﹤0.01% 2090
2024
Q2 		$297K Sell
6,301
-2,166
-26% -$104K ﹤0.01% 1984
2024
Q1 		$424K Sell
8,467
-2,429
-22% -$117K ﹤0.01% 1689
2023
Q4 		$543K Sell
10,896
-3,510
-24% -$155K ﹤0.01% 1454
2023
Q3 		$623K Buy
+14,406
New +$655K ﹤0.01% 1305

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TWM
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MWP
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TBFA
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RA
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DC
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WEG
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LCM
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GLLW
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CPA
Cathy Pareto & Associates Coral Gables, Florida $171M AUM 25.52% 1-Year Est. Return