Clearwater Capital Advisors’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Sell |
4,230
-76
| -2% | -$3.87K | 0.02% | 154 |
|
|
2025
Q1 | $210K | Hold |
4,306
| – | – | 0.02% | 161 |
|
|
2024
Q4 | $232K | Sell |
4,306
-94
| -2% | -$5.07K | 0.02% | 161 |
|
|
2024
Q3 | $232K | Hold |
4,400
| – | – | 0.02% | 156 |
|
|
2024
Q2 | $207K | Sell |
4,400
-1,403
| -24% | -$66.1K | 0.02% | 153 |
|
|
2024
Q1 | $291K | Sell |
5,803
-140
| -2% | -$7.02K | 0.03% | 132 |
|
|
2023
Q4 | $296K | Sell |
5,943
-29
| -0.5% | -$1.45K | 0.03% | 125 |
|
|
2023
Q3 | $258K | Sell |
5,972
-210
| -3% | -$9.09K | 0.03% | 118 |
|
|
2023
Q2 | $277K | Sell |
6,182
-35
| -0.6% | -$1.57K | 0.03% | 120 |
|
|
2023
Q1 | $269K | Sell |
6,217
-1,716
| -22% | -$74.2K | 0.03% | 122 |
|
|
2022
Q4 | $338K | Sell |
7,933
-3,586
| -31% | -$153K | 0.04% | 111 |
|
|
2022
Q3 | $451K | Sell |
11,519
-431
| -4% | -$16.9K | 0.06% | 98 |
|
|
2022
Q2 | $491K | Sell |
11,950
-100
| -0.8% | -$4.11K | 0.07% | 92 |
|
|
2022
Q1 | $578K | Hold |
12,050
| – | – | 0.07% | 97 |
|
|
2021
Q4 | $619K | Sell |
12,050
-496
| -4% | -$25.5K | 0.07% | 97 |
|
|
2021
Q3 | $606K | Sell |
12,546
-1,772
| -12% | -$85.6K | 0.07% | 95 |
|
|
2021
Q2 | $707K | Sell |
14,318
-135
| -0.9% | -$6.67K | 0.08% | 92 |
|
|
2021
Q1 | $685K | Sell |
14,453
-5,765
| -29% | -$273K | 0.09% | 92 |
|
|
2020
Q4 | $787K | Sell |
20,218
-148
| -0.7% | -$5.76K | 0.1% | 85 |
|
|
2020
Q3 | $608K | Sell |
20,366
-3,033
| -13% | -$90.5K | 0.1% | 85 |
|
|
2020
Q2 | $664K | Sell |
23,399
-6,104
| -21% | -$173K | 0.11% | 84 |
|
|
2020
Q1 | $659K | Sell |
29,503
-10,992
| -27% | -$246K | 0.14% | 83 |
|
|
2019
Q4 | $1.56M | Sell |
40,495
-10,395
| -20% | -$400K | 0.26% | 69 |
|
|
2019
Q3 | $1.81M | Sell |
50,890
-3,342
| -6% | -$119K | 0.32% | 70 |
|
|
2019
Q2 | $1.95M | Sell |
54,232
-5,914
| -10% | -$212K | 0.35% | 74 |
|
|
2019
Q1 | $2.17M | Sell |
60,146
-12,299
| -17% | -$444K | 0.41% | 72 |
|
|
2018
Q4 | $2.32M | Buy |
72,445
+3,631
| +5% | +$116K | 0.51% | 64 |
|
|
2018
Q3 | $2.74M | Sell |
68,814
-755
| -1% | -$30.1K | 0.54% | 57 |
|
|
2018
Q2 | $2.69M | Buy |
69,569
+3,647
| +6% | +$141K | 0.55% | 56 |
|
|
2018
Q1 | $2.36M | Buy |
65,922
+3,309
| +5% | +$118K | 0.49% | 58 |
|
|
2017
Q4 | $2.27M | Buy |
62,613
+2,606
| +4% | +$94.4K | 0.5% | 62 |
|
|
2017
Q3 | $2.11M | Buy |
60,007
+11,637
| +24% | +$410K | 0.49% | 61 |
|
|
2017
Q2 | $1.58M | Buy |
48,370
+3,302
| +7% | +$108K | 0.4% | 69 |
|
|
2017
Q1 | $1.41M | Buy |
45,068
+11,318
| +34% | +$354K | 0.39% | 71 |
|
|
2016
Q4 | $1.1M | Buy |
33,750
+306
| +0.9% | +$10K | 0.38% | 71 |
|
|
2016
Q3 | $941K | Buy |
33,444
+2,064
| +7% | +$58.1K | 0.33% | 73 |
|
|
2016
Q2 | $819K | Buy |
+31,380
| New | +$819K | 0.3% | 74 |
|