Clearwater Capital 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
Q3 | – | Sell |
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|
2025
Q2 | $216K | Sell |
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|
2025
Q1 | $210K | Hold |
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|
2024
Q4 | $232K | Sell |
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|
2024
Q3 | $232K | Hold |
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|
2024
Q2 | $207K | Sell |
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|
2024
Q1 | $291K | Sell |
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|
2023
Q4 | $296K | Sell |
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|
2023
Q3 | $258K | Sell |
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|
2023
Q2 | $277K | Sell |
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|
2023
Q1 | $269K | Sell |
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|
2022
Q4 | $338K | Sell |
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|
2022
Q3 | $451K | Sell |
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|
2022
Q2 | $491K | Sell |
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|
2022
Q1 | $578K | Hold |
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|
2021
Q4 | $619K | Sell |
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|
2021
Q3 | $606K | Sell |
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|
2021
Q2 | $707K | Sell |
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|
2021
Q1 | $685K | Sell |
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|
2020
Q4 | $787K | Sell |
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|
2020
Q3 | $608K | Sell |
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|
2020
Q2 | $664K | Sell |
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|
2020
Q1 | $659K | Sell |
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|
2019
Q4 | $1.56M | Sell |
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|
2019
Q3 | $1.81M | Sell |
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|
2019
Q2 | $1.95M | Sell |
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|
2019
Q1 | $2.17M | Sell |
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|
2018
Q4 | $2.32M | Buy |
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|
2018
Q3 | $2.74M | Sell |
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|
2018
Q2 | $2.69M | Buy |
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|
2018
Q1 | $2.35M | Buy |
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|
2017
Q4 | $2.27M | Buy |
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|
2017
Q3 | $2.11M | Buy |
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|
2017
Q2 | $1.58M | Buy |
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|
2017
Q1 | $1.41M | Buy |
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|
2016
Q4 | $1.1M | Buy |
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|
2016
Q3 | $941K | Buy |
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|
2016
Q2 | $819K | Buy |
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