CAPTRUST Financial 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 | $201K | Sell |
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|
2025
Q1 | $251K | Buy |
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|
2024
Q4 | $263K | Hold |
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|
2024
Q3 | $257K | Sell |
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|
2024
Q2 | $239K | Hold |
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|
2024
Q1 | $254K | Sell |
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|
2023
Q4 | $296K | Hold |
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|
2023
Q3 | $257K | Hold |
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|
2023
Q2 | $266K | Sell |
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|
2023
Q1 | $274K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $180K | Buy |
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|
2022
Q1 | $198K | Sell |
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|
2021
Q4 | $225K | Buy |
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|
2021
Q3 | $182K | Hold |
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|
2021
Q2 | $186K | Sell |
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|
2021
Q1 | $197K | Buy |
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|
2020
Q4 | $15K | Hold |
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|
2020
Q3 | $12K | Sell |
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|
2020
Q2 | $15K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $24K | Hold |
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|
2019
Q2 | $25K | Hold |
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|
2019
Q1 | $25K | Buy |
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