Covestor’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 | $6K | Buy |
109
+15
| +16% | +$826 | ﹤0.01% | 1724 |
|
|
2025
Q1 | $5K | Buy |
94
+26
| +38% | +$1.38K | ﹤0.01% | 1725 |
|
|
2024
Q4 | $4K | Buy |
68
+22
| +48% | +$1.29K | ﹤0.01% | 1754 |
|
|
2024
Q3 | $2K | Sell |
46
-11
| -19% | -$478 | ﹤0.01% | 1803 |
|
|
2024
Q2 | $3K | Buy |
57
+11
| +24% | +$579 | ﹤0.01% | 1802 |
|
|
2024
Q1 | $2K | Buy |
46
+5
| +12% | +$217 | ﹤0.01% | 1839 |
|
|
2023
Q4 | $2K | Sell |
41
-30
| -42% | -$1.46K | ﹤0.01% | 1842 |
|
|
2023
Q3 | $3K | Buy |
71
+4
| +6% | +$169 | ﹤0.01% | 1761 |
|
|
2023
Q2 | $3K | Sell |
67
-62
| -48% | -$2.78K | ﹤0.01% | 1756 |
|
|
2023
Q1 | $6K | Sell |
129
-23
| -15% | -$1.07K | 0.01% | 1507 |
|
|
2022
Q4 | $7K | Sell |
152
-10
| -6% | -$461 | 0.01% | 1464 |
|
|
2022
Q3 | $6K | Buy |
+162
| New | +$6K | 0.01% | 1436 |
|