Bank of Montreal’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,752
| Closed | -$88K | – | 3588 |
|
|
2021
Q2 | $88K | Buy |
+1,752
| New | +$88K | ﹤0.01% | 3213 |
|
|
2016
Q1 | – | Sell |
-1,728
| Closed | -$44K | – | 3929 |
|
|
2015
Q4 | $44K | Buy |
1,728
+828
| +92% | +$21.1K | ﹤0.01% | 2877 |
|
|
2015
Q3 | $22K | Hold |
900
| – | – | ﹤0.01% | 2985 |
|
|
2015
Q2 | $25K | Hold |
900
| – | – | ﹤0.01% | 3016 |
|
|
2015
Q1 | $25K | Hold |
900
| – | – | ﹤0.01% | 2966 |
|
|
2014
Q4 | $25K | Hold |
900
| – | – | ﹤0.01% | 2907 |
|
|
2014
Q3 | $23K | Sell |
900
-153
| -15% | -$3.91K | ﹤0.01% | 2971 |
|
|
2014
Q2 | $29K | Buy |
+1,053
| New | +$29K | ﹤0.01% | 3021 |
|