Avantax Advisory Services’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 | $2.46M | Sell |
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|
2025
Q1 | $2.37M | Buy |
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|
2024
Q4 | $2.41M | Sell |
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|
2024
Q3 | $2.43M | Sell |
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|
2024
Q2 | $2.21M | Buy |
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|
2024
Q1 | $2.13M | Buy |
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|
2023
Q4 | $2.06M | Sell |
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|
2023
Q3 | $1.81M | Buy |
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|
2023
Q2 | $1.8M | Buy |
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|
2023
Q1 | $1.68M | Sell |
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|
2022
Q4 | $1.67M | Buy |
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|
2022
Q3 | $1.32M | Buy |
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|
2022
Q2 | $1.05M | Buy |
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|
2022
Q1 | $921K | Buy |
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|
2021
Q4 | $705K | Sell |
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|
2021
Q3 | $670K | Buy |
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|
2021
Q2 | $682K | Sell |
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|
2021
Q1 | $775K | Sell |
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|
2020
Q4 | $666K | Sell |
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|
2020
Q3 | $2.25M | Buy |
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|
2020
Q2 | $625K | Buy |
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|
2020
Q1 | $462K | Sell |
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|
2019
Q4 | $1.54M | Buy |
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