CIBC Private Wealth Group’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 | $547K | Hold |
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|
2025
Q1 | $457K | Hold |
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|
2024
Q4 | $575K | Hold |
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|
2024
Q3 | $567K | Hold |
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|
2024
Q2 | $503K | Hold |
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|
2024
Q1 | $533K | Hold |
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|
2023
Q4 | $535K | Hold |
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|
2023
Q3 | $465K | Hold |
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|
2023
Q2 | $481K | Sell |
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|
2023
Q1 | $231K | Buy |
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|
2022
Q4 | $457K | Hold |
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|
2022
Q3 | $421K | Sell |
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|
2022
Q2 | $442K | Hold |
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|
2022
Q1 | $515K | Buy |
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|
2021
Q4 | $552K | Hold |
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|
2021
Q3 | $519K | Hold |
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|
2021
Q2 | $530K | Hold |
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|
2021
Q1 | $509K | Hold |
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|
2020
Q4 | $418K | Hold |
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|
2020
Q3 | $321K | Hold |
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|
2020
Q2 | $305K | Hold |
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|
2020
Q1 | $240K | Hold |
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|
2019
Q4 | $413K | Hold |
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|
2019
Q3 | $382K | Hold |
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|
2019
Q2 | $385K | Hold |
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|
2019
Q1 | $388K | Hold |
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|
2018
Q4 | $344K | Hold |
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|
2018
Q3 | $428K | Hold |
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|
2018
Q2 | $416K | Hold |
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|
2018
Q1 | $384K | Sell |
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|
2017
Q4 | $396K | Buy |
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|
2017
Q3 | $376K | Hold |
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|
2017
Q2 | $353K | Hold |
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|
2017
Q1 | $346K | Buy |
|