Arkadios Wealth Advisors’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 | $7M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $245K | Sell |
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|
2022
Q1 | $353K | Sell |
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|
2021
Q4 | $521K | Sell |
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|
2021
Q3 | $702K | Sell |
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|
2021
Q2 | $753K | Sell |
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|
2021
Q1 | $1.9M | Buy |
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|
2020
Q4 | $1.38M | Buy |
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|
2020
Q3 | $12.5K | Sell |
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|
2020
Q2 | $17.4K | Sell |
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|
2020
Q1 | $15.6K | Sell |
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|
2019
Q4 | $47.9K | Buy |
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