Barrett Asset Management’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Barrett Asset Management’s Portfolio EES Stock Details EES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell
2021 Q4	$35K	Hold
2021 Q3	$33K	Hold
2021 Q2	$33K	Hold
2021 Q1	$32K	Hold
2020 Q4	$26K	Hold
2020 Q3	$20K	Hold
2020 Q2	$19K	Hold
2020 Q1	$15K	Hold
2019 Q4	$26K	Hold
2019 Q3	$24K	Hold
2019 Q2	$24K	Hold
2019 Q1	$24K	Hold
2018 Q4	$22K	Hold
2018 Q3	$27K	Hold
2018 Q2	$26K	Hold
2018 Q1	$24K	Hold
2017 Q4	$24K	Hold
2017 Q3	$24K	Hold
2017 Q2	$22K	Hold
2017 Q1	$22K	Hold
2016 Q4	$22K	Hold
2016 Q3	$19K	Hold
2016 Q2	$18K	Hold
2016 Q1	$17K	Hold
2015 Q4	$17K	Hold
2015 Q3	$17K	Hold
2015 Q2	$19K	Hold
2015 Q1	$19K	Hold
2014 Q4	$19K	Hold
2014 Q3	$17K	Hold
2014 Q2	$19K	Hold
2014 Q1	$18K	Buy