AssetMark Inc’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 | $39.6K | Buy |
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|
2025
Q1 | $7.13K | Sell |
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|
2024
Q4 | $9.65K | Hold |
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|
2024
Q3 | $9.44K | Hold |
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|
2024
Q2 | $8.44K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $85 | Hold |
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|
2022
Q3 | $0 | Hold |
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|
2022
Q2 | $0 | Hold |
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|
2022
Q1 | $0 | Hold |
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|
2021
Q4 | $0 | Hold |
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|
2021
Q3 | $0 | Hold |
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|
2021
Q2 | $0 | Hold |
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|
2021
Q1 | $0 | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1.78M | Sell |
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|
2017
Q3 | $1.86M | Buy |
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|
2017
Q2 | $1.72M | Buy |
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|
2017
Q1 | $1.34M | Buy |
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|
2016
Q4 | $1.2M | Buy |
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|
2016
Q3 | $987K | Buy |
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