Capital Management’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 | $277K | Buy |
|
|||||
|
2025
Q1 | $256K | Buy |
|
|||||
|
2024
Q4 | $283K | Buy |
|
|||||
|
2024
Q3 | $277K | Hold |
|
|||||
|
2024
Q2 | $247K | Buy |
|
|||||
|
2024
Q1 | $262K | Sell |
|
|||||
|
2023
Q4 | $262K | Sell |
|
|||||
|
2023
Q3 | $230K | Hold |
|
|||||
|
2023
Q2 | $238K | Buy |
|
|||||
|
2023
Q1 | $229K | Sell |
|
|||||
|
2022
Q4 | $227K | Sell |
|
|||||
|
2022
Q3 | $311K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $235K | Hold |
|
|||||
|
2021
Q4 | $252K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $200K | Buy |
|