Beacon Pointe Advisors’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 | – | Sell |
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|
2025
Q1 | $988K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.07M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.01M | Hold |
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|
2023
Q3 | $875K | Hold |
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|
2023
Q2 | $906K | Hold |
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|
2023
Q1 | $874K | Hold |
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|
2022
Q4 | $861K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $836K | Hold |
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|
2022
Q1 | $975K | Buy |
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