Covestor’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
2026 Q1	$11K	Buy	190 +57	+43%	+$3.37K	0.01%	1345
2025 Q4	$8K	Buy	133 +3	+2%	+$168	﹤0.01%	1698
2025 Q3	$7K	Buy	130 +21	+19%	+$1.14K	﹤0.01%	1796
2025 Q2	$6K	Buy	109 +15	+16%	+$724	﹤0.01%	1724
2025 Q1	$5K	Buy	94 +26	+38%	+$1.37K	﹤0.01%	1726
2024 Q4	$4K	Buy	68 +22	+48%	+$1.21K	﹤0.01%	1755
2024 Q3	$2K	Sell	46 -11	-19%	-$557	﹤0.01%	1805
2024 Q2	$3K	Buy	57 +11	+24%	+$527	﹤0.01%	1803
2024 Q1	$2K	Buy	46 +5	+12%	+$241	﹤0.01%	1840
2023 Q4	$2K	Sell	41 -30	-42%	-$1.33K	﹤0.01%	1843
2023 Q3	$3K	Buy	71 +4	+6%	+$182	﹤0.01%	1762
2023 Q2	$3K	Sell	67 -62	-48%	-$2.64K	﹤0.01%	1757
2023 Q1	$6K	Sell	129 -23	-15%	-$1.04K	0.01%	1507
2022 Q4	$7K	Sell	152 -10	-6%	-$432	0.01%	1464
2022 Q3	$6K	Buy	+162	New	+$7.05K	0.01%	1436