AA
Addison Advisors’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5K | Hold |
225
| – | – | ﹤0.01% | 606 |
|
|
2025
Q1 | $11K | Hold |
225
| – | – | ﹤0.01% | 568 |
|
|
2024
Q4 | $12.1K | Hold |
225
| – | – | ﹤0.01% | 566 |
|
|
2024
Q3 | $11.9K | Hold |
225
| – | – | ﹤0.01% | 572 |
|
|
2024
Q2 | $10.6K | Hold |
225
| – | – | ﹤0.01% | 558 |
|
|
2024
Q1 | $11.3K | Hold |
225
| – | – | ﹤0.01% | 508 |
|
|
2023
Q4 | $11.2K | Hold |
225
| – | – | ﹤0.01% | 504 |
|
|
2023
Q3 | $9.74K | Hold |
225
| – | – | ﹤0.01% | 489 |
|
|
2023
Q2 | $10.1K | Hold |
225
| – | – | 0.01% | 479 |
|
|
2023
Q1 | $9.73K | Hold |
225
| – | – | 0.01% | 460 |
|
|
2022
Q4 | $9.58K | Hold |
225
| – | – | 0.01% | 447 |
|
|
2022
Q3 | $9K | Hold |
225
| – | – | 0.01% | 453 |
|
|
2022
Q2 | $9K | Hold |
225
| – | – | 0.01% | 448 |
|
|
2022
Q1 | $11K | Hold |
225
| – | – | 0.01% | 466 |
|
|
2021
Q4 | $12K | Hold |
225
| – | – | 0.01% | 390 |
|
|
2021
Q3 | $11K | Hold |
225
| – | – | 0.01% | 302 |
|
|
2021
Q2 | $11K | Buy |
+225
| New | +$11K | 0.01% | 294 |
|
|
2020
Q4 | $9K | Buy |
+225
| New | +$9K | 0.01% | 293 |
|