Beacon Pointe Advisors’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-20,222
| Closed | -$988K | – | 1235 |
|
|
2025
Q1 | $988K | Buy |
+20,222
| New | +$988K | 0.01% | 636 |
|
|
2024
Q4 | – | Sell |
-20,222
| Closed | -$1.07M | – | 1209 |
|
|
2024
Q3 | $1.07M | Buy |
+20,222
| New | +$1.07M | 0.01% | 615 |
|
|
2024
Q1 | – | Sell |
-20,222
| Closed | -$1.01M | – | 1331 |
|
|
2023
Q4 | $1.01M | Hold |
20,222
| – | – | 0.01% | 657 |
|
|
2023
Q3 | $875K | Hold |
20,222
| – | – | 0.01% | 670 |
|
|
2023
Q2 | $906K | Hold |
20,222
| – | – | 0.01% | 542 |
|
|
2023
Q1 | $874K | Hold |
20,222
| – | – | 0.01% | 581 |
|
|
2022
Q4 | $861K | Buy |
+20,222
| New | +$861K | 0.02% | 544 |
|
|
2022
Q3 | – | Sell |
-20,329
| Closed | -$836K | – | 1021 |
|
|
2022
Q2 | $836K | Hold |
20,329
| – | – | 0.02% | 515 |
|
|
2022
Q1 | $975K | Buy |
+20,329
| New | +$975K | 0.01% | 629 |
|