Addison Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5K | Hold |
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2025
Q1 | $11K | Hold |
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|
2024
Q4 | $12.1K | Hold |
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|
2024
Q3 | $11.9K | Hold |
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|
2024
Q2 | $10.6K | Hold |
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|
2024
Q1 | $11.3K | Hold |
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|
2023
Q4 | $11.2K | Hold |
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|
2023
Q3 | $9.74K | Hold |
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|
2023
Q2 | $10.1K | Hold |
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|
2023
Q1 | $9.72K | Hold |
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|
2022
Q4 | $9.58K | Hold |
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|
2022
Q3 | $9K | Hold |
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|
2022
Q2 | $9K | Hold |
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|
2022
Q1 | $11K | Hold |
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|
2021
Q4 | $12K | Hold |
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|
2021
Q3 | $11K | Hold |
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|
2021
Q2 | $11K | Buy |
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|
2020
Q4 | $9K | Buy |
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