AWA
Amplius Wealth 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 | $7.37M | Buy |
+144,551
| New | +$7.37M | 0.69% | 29 |
|
|
2022
Q3 | – | Sell |
-5,065
| Closed | -$208K | – | 160 |
|
|
2022
Q2 | $208K | Sell |
5,065
-28,603
| -85% | -$1.17M | 0.03% | 157 |
|
|
2022
Q1 | $1.61M | Buy |
33,668
+24,149
| +254% | +$1.16M | 0.25% | 49 |
|
|
2021
Q4 | $489K | Buy |
+9,519
| New | +$489K | 0.07% | 107 |
|