Continuum Advisory’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 | – | Sell |
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|
2025
Q1 | $1.22K | Hold |
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|
2024
Q4 | $1.35K | Hold |
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|
2024
Q3 | $1.41K | Hold |
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|
2024
Q2 | $1.18K | Hold |
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|
2024
Q1 | $1.23K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.55M | Buy |
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|
2019
Q3 | $1.38M | Buy |
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|
2019
Q2 | $1.26M | Sell |
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|
2019
Q1 | $1.35M | Buy |
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|
2018
Q4 | $448K | Buy |
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