World Equity Group’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

World Equity Group’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	$394K	Hold	5,811	–	–	0.09%	258
2026 Q1	$337K	Sell	5,811 -15	-0.3%	-$887	0.09%	269
2025 Q4	$332K	Buy	5,826 +25	+0.4%	+$1.4K	0.09%	238
2025 Q3	$324K	Buy	5,801 +50	+0.9%	+$2.71K	0.07%	258
2025 Q2	$293K	Sell	5,751 -125	-2%	-$6.03K	0.08%	250
2025 Q1	$291K	Sell	5,876 -5,276	-47%	-$278K	0.08%	229
2024 Q4	$602K	Buy	11,152 +6,701	+151%	+$368K	0.13%	167
2024 Q3	$235K	Buy	+4,451	New	+$226K	0.08%	224
2023 Q2	–	Sell	-2,035	Closed	-$767K	–	378
2023 Q1	$767K	Buy	+2,035	New	+$92.2K	0.11%	205
2022 Q2	–	Sell	-10,826	Closed	-$519K	–	354
2022 Q1	$519K	Buy	+10,826	New	+$526K	0.11%	205

Other funds holding EES

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

TopTier Wealth Management Muskego, Wisconsin $166M AUM

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Cathy Pareto & Associates Coral Gables, Florida $171M AUM 25.52% 1-Year Est. Return