AE 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $118K | Sell |
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|
2025
Q1 | $119K | Sell |
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|
2024
Q4 | $167K | Sell |
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|
2024
Q3 | $285K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $4.86M | Buy |
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|
2023
Q3 | $3.64M | Sell |
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|
2023
Q2 | $3.78M | Buy |
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|
2023
Q1 | $3.54M | Buy |
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|
2022
Q4 | $3.21M | Buy |
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|
2022
Q3 | $2.75M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $5.1M | Buy |
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|
2019
Q3 | $3.98M | Buy |
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|
2019
Q2 | $1.74M | Buy |
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