CIBC Private Wealth Group’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

CIBC Private Wealth Group’s Portfolio EES Stock Details EES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$611K	Hold	10,740	–	–	﹤0.01%	821
2025 Q3	$600K	Hold	10,740	–	–	﹤0.01%	815
2025 Q2	$547K	Hold	10,740	–	–	﹤0.01%	813
2025 Q1	$457K	Hold	10,740	–	–	﹤0.01%	833
2024 Q4	$575K	Hold	10,740	–	–	﹤0.01%	828
2024 Q3	$567K	Hold	10,740	–	–	﹤0.01%	836
2024 Q2	$503K	Hold	10,740	–	–	﹤0.01%	822
2024 Q1	$533K	Hold	10,740	–	–	﹤0.01%	824
2023 Q4	$535K	Hold	10,740	–	–	﹤0.01%	782
2023 Q3	$465K	Hold	10,740	–	–	﹤0.01%	773
2023 Q2	$481K	Sell	10,740 -79	-0.7%	-$3.37K	﹤0.01%	704
2023 Q1	$231K	Buy	10,819 +79	+0.7%	+$3.58K	﹤0.01%	821
2022 Q4	$457K	Hold	10,740	–	–	﹤0.01%	627
2022 Q3	$421K	Sell	10,740 -1	-0%	-$44	﹤0.01%	732
2022 Q2	$442K	Hold	10,741	–	–	﹤0.01%	727
2022 Q1	$515K	Buy	10,741 +1	+0%	+$49	﹤0.01%	741
2021 Q4	$552K	Hold	10,740	–	–	﹤0.01%	752
2021 Q3	$519K	Hold	10,740	–	–	﹤0.01%	725
2021 Q2	$530K	Hold	10,740	–	–	﹤0.01%	791
2021 Q1	$509K	Hold	10,740	–	–	﹤0.01%	800
2020 Q4	$418K	Hold	10,740	–	–	﹤0.01%	807
2020 Q3	$321K	Hold	10,740	–	–	﹤0.01%	768
2020 Q2	$305K	Hold	10,740	–	–	﹤0.01%	568
2020 Q1	$240K	Hold	10,740	–	–	﹤0.01%	768
2019 Q4	$413K	Hold	10,740	–	–	﹤0.01%	734
2019 Q3	$382K	Hold	10,740	–	–	﹤0.01%	737
2019 Q2	$385K	Hold	10,740	–	–	﹤0.01%	766
2019 Q1	$388K	Hold	10,740	–	–	﹤0.01%	771
2018 Q4	$344K	Hold	10,740	–	–	﹤0.01%	755
2018 Q3	$428K	Hold	10,740	–	–	﹤0.01%	812
2018 Q2	$416K	Hold	10,740	–	–	﹤0.01%	811
2018 Q1	$384K	Sell	10,740 -201	-2%	-$7.32K	﹤0.01%	826
2017 Q4	$396K	Buy	10,941 +201	+2%	+$7.16K	﹤0.01%	826
2017 Q3	$376K	Hold	10,740	–	–	﹤0.01%	815
2017 Q2	$353K	Hold	10,740	–	–	﹤0.01%	570
2017 Q1	$346K	Buy	+10,740	New	+$346K	﹤0.01%	548