Allworth Financial’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
Q3 | $28.7K | Sell |
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|
2025
Q2 | $32.5K | Buy |
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|
2025
Q1 | $25.6K | Buy |
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|
2024
Q4 | $27K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $903 | Sell |
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|
2023
Q4 | $6.58K | Buy |
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|
2023
Q3 | $5.37K | Hold |
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|
2023
Q2 | $5.56K | Hold |
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|
2023
Q1 | $5.36K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $1K | Hold |
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|
2020
Q2 | $1K | Hold |
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|
2020
Q1 | $1K | Hold |
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|
2019
Q4 | $1K | Hold |
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|
2019
Q3 | $1K | Hold |
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|
2019
Q2 | $1K | Buy |
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