BFG
Barber Financial Group’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-51,310
| Closed | -$1.97M | – | 122 |
|
|
2019
Q4 | $1.97M | Sell |
51,310
-4,383
| -8% | -$169K | 0.4% | 56 |
|
|
2019
Q3 | $1.98M | Sell |
55,693
-1,837
| -3% | -$65.4K | 0.42% | 55 |
|
|
2019
Q2 | $2.06M | Buy |
57,530
+3,784
| +7% | +$136K | 0.48% | 45 |
|
|
2019
Q1 | $1.94M | Sell |
53,746
-20,592
| -28% | -$744K | 0.38% | 42 |
|
|
2018
Q4 | $2.38M | Buy |
74,338
+28,918
| +64% | +$927K | 0.51% | 40 |
|
|
2018
Q3 | $1.81M | Buy |
45,420
+4,492
| +11% | +$179K | 0.44% | 46 |
|
|
2018
Q2 | $1.58M | Buy |
+40,928
| New | +$1.58M | 0.46% | 42 |
|