BlackDiamond Wealth Management’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
2022 Q2	–	Sell	-31,940	Closed	-$1.53M	–	113
2022 Q1	$1.53M	Sell	31,940 -8,354	-21%	-$401K	1.83%	16
2021 Q4	$2.07M	Buy	+40,294	New	+$2.07M	2.38%	7