Advisornet Financial’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,445
| Closed | -$94K | – | 1799 |
|
|
2019
Q4 | $94K | Hold |
2,445
| – | – | 0.01% | 694 |
|
|
2019
Q3 | $87K | Sell |
2,445
-275
| -10% | -$9.79K | 0.01% | 715 |
|
|
2019
Q2 | $98K | Buy |
2,720
+975
| +56% | +$35.1K | 0.01% | 613 |
|
|
2019
Q1 | $63K | Buy |
+1,745
| New | +$63K | 0.01% | 672 |
|
|
2018
Q2 | – | Sell |
-7,728
| Closed | -$276K | – | 1587 |
|
|
2018
Q1 | $276K | Hold |
7,728
| – | – | 0.04% | 336 |
|
|
2017
Q4 | $280K | Buy |
+7,728
| New | +$280K | 0.04% | 296 |
|