9258 Wealth Management’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.22M | Sell |
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|
2024
Q2 | $4.07M | Hold |
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|
2024
Q1 | $4.33M | Hold |
|
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|
2023
Q4 | $4.3M | Sell |
|
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|
2023
Q3 | $3.75M | Hold |
|
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|
2023
Q2 | $3.88M | Sell |
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|
2023
Q1 | $3.93M | Hold |
|
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|
2022
Q4 | $3.88M | Sell |
|
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|
2022
Q3 | $3.57M | Sell |
|
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|
2022
Q2 | $3.81M | Sell |
|
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|
2022
Q1 | $4.45M | Hold |
|
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|
2021
Q4 | $4.77M | Hold |
|
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|
2021
Q3 | $4.49M | Hold |
|
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|
2021
Q2 | $4.58M | Hold |
|
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|
2021
Q1 | $4.4M | Hold |
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|
2020
Q4 | $3.61M | Sell |
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|
2020
Q3 | $2.96M | Sell |
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|
2020
Q2 | $3.07M | Sell |
|
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|
2020
Q1 | $2.73M | Sell |
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|
2019
Q4 | $4.32M | Buy |
|