WisdomTree U.S. SmallCap Fund EES

An entry written while the outcome is still unknown. It will be scored by what the market does next, and it will never be edited to look cleverer than it was.

In plain words · Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characte…

The label

Accumulation

read at $65.85

WisdomTree U.S. SmallCap Fund holds its Accumulation at $65.85.

PHPhase · the trend structure carries the Accumulation label
INInsiders · no filings inside 60 days, left as found
POPositioning · no disclosures inside 60 days, left as found
OPOptions · no verdict drawn today, left as found
SCScreen · does not pass the values gate

edge confirmed
edge broken
edge forming

Each arm is one independent read. Conviction is not a single call, it is how many edges converge.

The investor read · the season, not the day

As held on the ledger · 2026-06-14
Phase	Accumulation
Quantitative state	Consolidating, no directional conviction, held for 287 days
Price	$65.85
Valuation	14.68 trailing · N/A forward price to earnings
Values screen	FAIL · score 30.0
Beta	N/A

The business, in plain words · what the numbers mean

The fundamentals · plain-English read
Trailing P/E	14.7x reasonably valued

The risks · The main risks here are ordinary market swings and the chance our fair-value read proves too optimistic.

Plain-English interpretation of our own screen data. Analysis, not advice.

The trader read · the latest dated commentary

The framework reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 11% above its long-term trend line with momentum reading bullish. Over the past year the shares are up 29%. Our forward projection puts the odds of a 10% gain over the next month near 14%. Entered 2026-07-27 · Markdown

The dated journal · newest first, never edited

2026-07-27 Markdown $65.85 +0.0% Entry 4

The framework reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 11% above its long-term trend line with momentum reading bullish. Over the past year the shares are up 29%. Our forward projection puts the odds of a 10% gain over the next month near 14%.

2026-07-18 Markdown $65.85 +0.0% Entry 3

The framework reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 11% above its long-term trend line with momentum reading bullish. Over the past year the shares are up 29%. Our forward projection puts the odds of a 10% gain over the next month near 14%.

2026-07-03 Markdown $65.85 +0.0% Entry 2

The framework reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows good risk-adjusted returns.

2026-07-02 Markdown $65.85 Entry 1

The framework reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows good risk-adjusted returns.

Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.

The political ledger · congressional disclosures

Disclosures naming EES
Date	Politician	Party	Type	Amount
2 Jun2026	John Curtis	Republican	sell	1K–15K

What holding actually paid · price plus dividends

If $1,000 had been placed · historical, not a promise
Period	Price then	Price return	Divs per share	$1,000 became	Total return
1 month	$63.39	+2.2%	·	$1,022	+2.2%
2 months	$60.28	+7.5%	·	$1,075	+7.5%
3 months	$56.69	+14.3%	$0.11	$1,144	+14.4%
6 months	$58.52	+10.7%	$0.31	$1,112	+11.2%
1 year	$50.33	+28.7%	$0.72	$1,301	+30.1%
2 years	$46.11	+40.5%	$1.44	$1,436	+43.6%
3 years	$42.58	+52.1%	$2.06	$1,569	+56.9%
5 years	$47.17	+37.3%	$3.45	$1,446	+44.6%

Historical returns from market close data. Past performance does not guarantee future results.

This entry now belongs to the ledger. Whatever EES does next, these words stay.

WisdomTree U.S. SmallCap Fund · EES · Accumulation · $65.85
Recorded 2026-06-14 · before the outcome · scored mechanically

All of today's entries See the running score

WisdomTree U.S. SmallCap Fund EES

This entry now belongs to the ledger. Whatever EES does next, these words stay.

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