Blue Trust Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $138K | Hold |
2,708
| – | – | ﹤0.01% | 912 |
|
|
2025
Q1 | $132K | Buy |
2,708
+2,700
| +33,750% | +$132K | ﹤0.01% | 876 |
|
|
2024
Q4 | $432 | Hold |
8
| – | – | ﹤0.01% | 2336 |
|
|
2024
Q3 | $377 | Hold |
8
| – | – | ﹤0.01% | 2817 |
|
|
2024
Q2 | $401 | Hold |
8
| – | – | ﹤0.01% | 2627 |
|
|
2024
Q1 | $401 | Buy |
+8
| New | +$401 | ﹤0.01% | 2025 |
|
|
2023
Q4 | – | Sell |
-63
| Closed | -$3K | – | 2543 |
|
|
2023
Q3 | $3K | Buy |
+63
| New | +$3K | ﹤0.01% | 1743 |
|