Benjamin F. Edwards & Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $14K | Hold |
300
| – | – | ﹤0.01% | 1628 |
|
|
2024
Q1 | $15K | Sell |
300
-200
| -40% | -$10K | ﹤0.01% | 1600 |
|
|
2023
Q4 | $25K | Hold |
500
| – | – | ﹤0.01% | 1426 |
|
|
2023
Q3 | $22K | Hold |
500
| – | – | ﹤0.01% | 1238 |
|
|
2023
Q2 | $22K | Hold |
500
| – | – | ﹤0.01% | 1251 |
|
|
2023
Q1 | $22K | Hold |
500
| – | – | ﹤0.01% | 1254 |
|
|
2022
Q4 | $21K | Hold |
500
| – | – | ﹤0.01% | 1271 |
|
|
2022
Q3 | $20K | Hold |
500
| – | – | ﹤0.01% | 1255 |
|
|
2022
Q2 | $21K | Hold |
500
| – | – | ﹤0.01% | 1226 |
|
|
2022
Q1 | $24K | Hold |
500
| – | – | ﹤0.01% | 1193 |
|
|
2021
Q4 | $26K | Hold |
500
| – | – | ﹤0.01% | 1182 |
|
|
2021
Q3 | $24K | Hold |
500
| – | – | ﹤0.01% | 1186 |
|
|
2021
Q2 | $25K | Hold |
500
| – | – | ﹤0.01% | 1179 |
|
|
2021
Q1 | $24K | Hold |
500
| – | – | ﹤0.01% | 1159 |
|
|
2020
Q4 | $19K | Hold |
500
| – | – | ﹤0.01% | 1152 |
|
|
2020
Q3 | $15K | Hold |
500
| – | – | ﹤0.01% | 1177 |
|
|
2020
Q2 | $14K | Hold |
500
| – | – | ﹤0.01% | 1203 |
|
|
2020
Q1 | $11K | Hold |
500
| – | – | ﹤0.01% | 1221 |
|
|
2019
Q4 | $19K | Hold |
500
| – | – | ﹤0.01% | 1250 |
|
|
2019
Q3 | $18K | Hold |
500
| – | – | ﹤0.01% | 1231 |
|
|
2019
Q2 | $18K | Buy |
+500
| New | +$18K | ﹤0.01% | 1231 |
|
|
2017
Q3 | – | Sell |
-300
| Closed | -$10K | – | 1506 |
|
|
2017
Q2 | $10K | Hold |
300
| – | – | ﹤0.01% | 1069 |
|
|
2017
Q1 | $10K | Hold |
300
| – | – | ﹤0.01% | 1004 |
|
|
2016
Q4 | $10K | Buy |
+300
| New | +$10K | ﹤0.01% | 931 |
|