Cambridge Investment Research Advisors’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
Q2 | $945K | Sell |
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2025
Q1 | $944K | Sell |
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|
2024
Q4 | $1.08M | Buy |
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|
2024
Q3 | $827K | Sell |
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|
2024
Q2 | $753K | Sell |
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|
2024
Q1 | $963K | Sell |
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|
2023
Q4 | $1.24M | Buy |
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|
2023
Q3 | $1.04M | Sell |
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|
2023
Q2 | $1.08M | Sell |
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|
2023
Q1 | $1.1M | Sell |
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|
2022
Q4 | $1.13M | Buy |
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|
2022
Q3 | $956K | Sell |
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|
2022
Q2 | $1.04M | Sell |
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|
2022
Q1 | $1.24M | Sell |
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|
2021
Q4 | $1.35M | Buy |
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|
2021
Q3 | $1.17M | Sell |
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|
2021
Q2 | $1.23M | Sell |
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|
2021
Q1 | $2.39M | Buy |
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|
2020
Q4 | $872K | Sell |
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|
2020
Q3 | $809K | Sell |
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|
2020
Q2 | $3.01M | Sell |
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|
2020
Q1 | $4.03M | Sell |
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|
2019
Q4 | $6.98M | Buy |
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|
2019
Q3 | $6.21M | Sell |
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|
2019
Q2 | $6.47M | Buy |
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|
2019
Q1 | $2.81M | Buy |
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|
2018
Q4 | $1.95M | Buy |
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|
2018
Q3 | $1.95M | Buy |
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|
2018
Q2 | $1.73M | Sell |
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|
2018
Q1 | $1.6M | Buy |
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|
2017
Q4 | $1.47M | Sell |
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|
2017
Q3 | $1.65M | Sell |
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|
2017
Q2 | $2.06M | Sell |
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|
2017
Q1 | $2.64M | Sell |
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|
2016
Q4 | $3.73M | Sell |
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|
2016
Q3 | $4.47M | Sell |
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|
2016
Q2 | $4.9M | Sell |
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|
2016
Q1 | $5.22M | Sell |
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|
2015
Q4 | $5.79M | Sell |
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|
2015
Q3 | $5.99M | Buy |
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|
2015
Q2 | $6.79M | Sell |
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|
2015
Q1 | $6.79M | Buy |
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|
2014
Q4 | $6.62M | Sell |
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|
2014
Q3 | $6.3M | Sell |
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|
2014
Q2 | $7.21M | Buy |
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|
2014
Q1 | $6.94M | Buy |
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|
2013
Q4 | $6.75M | Sell |
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|
2013
Q3 | $6.3M | Buy |
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|
2013
Q2 | $5.68M | Buy |
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