Atria Wealth Solutions’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,878
| Closed | -$363K | – | 1970 |
|
|
2024
Q3 | $363K | Buy |
6,878
+4
| +0.1% | +$211 | ﹤0.01% | 1386 |
|
|
2024
Q2 | $324K | Sell |
6,874
-393
| -5% | -$18.5K | ﹤0.01% | 1446 |
|
|
2024
Q1 | $364K | Sell |
7,267
-448
| -6% | -$22.5K | ﹤0.01% | 1414 |
|
|
2023
Q4 | $384K | Sell |
7,715
-439
| -5% | -$21.9K | ﹤0.01% | 1334 |
|
|
2023
Q3 | $353K | Buy |
8,154
+29
| +0.4% | +$1.26K | ﹤0.01% | 1301 |
|
|
2023
Q2 | $364K | Buy |
8,125
+146
| +2% | +$6.54K | 0.01% | 1317 |
|
|
2023
Q1 | $345K | Buy |
7,979
+81
| +1% | +$3.5K | 0.01% | 1327 |
|
|
2022
Q4 | $336K | Buy |
7,898
+5
| +0.1% | +$213 | 0.01% | 1291 |
|
|
2022
Q3 | $309K | Sell |
7,893
-338
| -4% | -$13.2K | 0.01% | 1273 |
|
|
2022
Q2 | $338K | Buy |
8,231
+246
| +3% | +$10.1K | 0.01% | 1121 |
|
|
2022
Q1 | $383K | Buy |
+7,985
| New | +$383K | 0.01% | 1197 |
|