Brinker Capital Investments’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-234
| Closed | -$8K | – | 793 |
|
2019
Q2 | $8K | Buy |
+234
| New | +$8K | ﹤0.01% | 802 |
|
2015
Q4 | – | Sell |
-24,000
| Closed | -$588K | – | 614 |
|
2015
Q3 | $588K | Hold |
24,000
| – | – | 0.03% | 217 |
|
2015
Q2 | $677K | Hold |
24,000
| – | – | 0.03% | 211 |
|
2015
Q1 | $676K | Hold |
24,000
| – | – | 0.03% | 201 |
|
2014
Q4 | $662K | Buy |
+24,000
| New | +$662K | 0.03% | 202 |
|