ACG Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $875K | Buy |
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|
2022
Q2 | $918K | Sell |
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|
2022
Q1 | $1.1M | Sell |
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|
2021
Q4 | $1.64M | Sell |
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|
2021
Q3 | $1.66M | Buy |
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|
2021
Q2 | $1.7M | Sell |
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|
2021
Q1 | $6.06M | Sell |
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|
2020
Q4 | $5.27M | Sell |
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|
2020
Q3 | $5.38M | Sell |
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|
2020
Q2 | $6.53M | Buy |
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|
2020
Q1 | $4.44M | Sell |
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|
2019
Q4 | $8.46M | Sell |
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|
2019
Q3 | $10.3M | Sell |
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|
2019
Q2 | $10.4M | Buy |
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|
2019
Q1 | $1.01M | Sell |
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|
2018
Q4 | $930K | Buy |
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|
2018
Q3 | $1.13M | Buy |
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