Concert Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
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|
2017
Q2 | $333K | Buy |
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|
2017
Q1 | $492K | Sell |
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|
2016
Q4 | $492K | Buy |
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|
2016
Q3 | $304K | Sell |
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|
2016
Q2 | $388K | Hold |
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|
2016
Q1 | $379K | Sell |
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|
2015
Q4 | $391K | Hold |
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|
2015
Q3 | $373K | Hold |
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|
2015
Q2 | $431K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $444K | Sell |
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|
2014
Q3 | $448K | Hold |
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|
2014
Q2 | $466K | Sell |
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|
2014
Q1 | $480K | Buy |
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|
2013
Q4 | $483K | Buy |
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|
2013
Q3 | $429K | Buy |
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|
2013
Q2 | $360K | Buy |
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