Cetera Investment Advisers’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 | $16M | Sell |
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|
2025
Q1 | $15.6M | Sell |
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|
2024
Q4 | $17.3M | Sell |
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|
2024
Q3 | $20.7M | Buy |
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|
2024
Q2 | $18.3M | Buy |
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|
2024
Q1 | $19.2M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $584K | Sell |
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|
2022
Q3 | $699K | Sell |
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|
2022
Q2 | $752K | Buy |
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|
2022
Q1 | $652K | Buy |
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|
2021
Q4 | $530K | Buy |
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|
2021
Q3 | $460K | Buy |
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|
2021
Q2 | $388K | Sell |
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|
2021
Q1 | $402K | Buy |
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|
2020
Q4 | $266K | Buy |
|