Berger Financial Group’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
Q3 | $277K | Sell |
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|
2025
Q2 | $277K | Hold |
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|
2025
Q1 | $265K | Sell |
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|
2024
Q4 | $376K | Hold |
|
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|
2024
Q3 | $367K | Hold |
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|
2024
Q2 | $328K | Hold |
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|
2024
Q1 | $349K | Hold |
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|
2023
Q4 | $347K | Sell |
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|
2023
Q3 | $331K | Hold |
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|
2023
Q2 | $343K | Hold |
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|
2023
Q1 | $331K | Sell |
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|
2022
Q4 | $426K | Hold |
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|
2022
Q3 | $392K | Hold |
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|
2022
Q2 | $411K | Sell |
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|
2022
Q1 | $499K | Hold |
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|
2021
Q4 | $535K | Sell |
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|
2021
Q3 | $566K | Hold |
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|
2021
Q2 | $578K | Buy |
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|
2021
Q1 | $538K | Sell |
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|
2020
Q4 | $2.99M | Buy |
|