Creative Planning’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 | $1.33M | Buy |
26,177
+110
| +0.4% | +$5.61K | ﹤0.01% | 1627 |
|
|
2025
Q1 | $1.27M | Buy |
26,067
+1,128
| +5% | +$55.1K | ﹤0.01% | 1516 |
|
|
2024
Q4 | $1.35M | Hold |
24,939
| – | – | ﹤0.01% | 1416 |
|
|
2024
Q3 | $1.32M | Hold |
24,939
| – | – | ﹤0.01% | 1319 |
|
|
2024
Q2 | $1.18M | Hold |
24,939
| – | – | ﹤0.01% | 1287 |
|
|
2024
Q1 | $1.25M | Hold |
24,939
| – | – | ﹤0.01% | 1191 |
|
|
2023
Q4 | $1.24M | Buy |
24,939
+2,573
| +12% | +$128K | ﹤0.01% | 1118 |
|
|
2023
Q3 | $968K | Sell |
22,366
-361
| -2% | -$15.6K | ﹤0.01% | 1173 |
|
|
2023
Q2 | $1.02M | Hold |
22,727
| – | – | ﹤0.01% | 1120 |
|
|
2023
Q1 | $982K | Buy |
22,727
+1
| +0% | +$43 | ﹤0.01% | 1084 |
|
|
2022
Q4 | $968K | Buy |
22,726
+1
| +0% | +$43 | ﹤0.01% | 1049 |
|
|
2022
Q3 | $890K | Hold |
22,725
| – | – | ﹤0.01% | 1004 |
|
|
2022
Q2 | $934K | Sell |
22,725
-10,639
| -32% | -$437K | ﹤0.01% | 1001 |
|
|
2022
Q1 | $1.6M | Sell |
33,364
-1,759
| -5% | -$84.4K | ﹤0.01% | 795 |
|
|
2021
Q4 | $1.81M | Sell |
35,123
-21
| -0.1% | -$1.08K | ﹤0.01% | 716 |
|
|
2021
Q3 | $1.7M | Buy |
35,144
+12,053
| +52% | +$583K | ﹤0.01% | 733 |
|
|
2021
Q2 | $1.14M | Sell |
23,091
-12,803
| -36% | -$632K | ﹤0.01% | 881 |
|
|
2021
Q1 | $1.7M | Buy |
35,894
+1,400
| +4% | +$66.3K | ﹤0.01% | 782 |
|
|
2020
Q4 | $1.34M | Buy |
34,494
+921
| +3% | +$35.9K | ﹤0.01% | 814 |
|
|
2020
Q3 | $1M | Sell |
33,573
-10,285
| -23% | -$307K | ﹤0.01% | 796 |
|
|
2020
Q2 | $1.25M | Buy |
43,858
+9,380
| +27% | +$266K | ﹤0.01% | 652 |
|
|
2020
Q1 | $770K | Buy |
+34,478
| New | +$770K | ﹤0.01% | 740 |
|
|
2019
Q1 | – | Sell |
-8,233
| Closed | -$264K | – | 1865 |
|
|
2018
Q4 | $264K | Buy |
+8,233
| New | +$264K | ﹤0.01% | 1310 |
|
|
2017
Q3 | – | Sell |
-1,092
| Closed | -$36K | – | 2325 |
|
|
2017
Q2 | $36K | Hold |
1,092
| – | – | ﹤0.01% | 2753 |
|
|
2017
Q1 | $35K | Sell |
1,092
-132
| -11% | -$4.23K | ﹤0.01% | 2697 |
|
|
2016
Q4 | $40K | Buy |
1,224
+132
| +12% | +$4.31K | ﹤0.01% | 2546 |
|
|
2016
Q3 | $31K | Buy |
1,092
+495
| +83% | +$14.1K | ﹤0.01% | 2688 |
|
|
2016
Q2 | $16K | Hold |
597
| – | – | ﹤0.01% | 2905 |
|
|
2016
Q1 | $15K | Sell |
597
-1,860
| -76% | -$46.7K | ﹤0.01% | 2931 |
|
|
2015
Q4 | $62K | Sell |
2,457
-5,454
| -69% | -$138K | ﹤0.01% | 1921 |
|
|
2015
Q3 | $194K | Buy |
+7,911
| New | +$194K | ﹤0.01% | 1206 |
|
|
2015
Q2 | – | Sell |
-7,698
| Closed | -$217K | – | 1547 |
|
|
2015
Q1 | $217K | Buy |
7,698
+60
| +0.8% | +$1.69K | ﹤0.01% | 1147 |
|
|
2014
Q4 | $211K | Hold |
7,638
| – | – | ﹤0.01% | 1107 |
|
|
2014
Q3 | $194K | Hold |
7,638
| – | – | ﹤0.01% | 1069 |
|
|
2014
Q2 | $210K | Buy |
7,638
+1,860
| +32% | +$51.1K | ﹤0.01% | 999 |
|
|
2014
Q1 | $157K | Hold |
5,778
| – | – | ﹤0.01% | 1123 |
|
|
2013
Q4 | $157K | Buy |
5,778
+942
| +19% | +$25.6K | ﹤0.01% | 969 |
|
|
2013
Q3 | $119K | Buy |
4,836
+1,638
| +51% | +$40.3K | ﹤0.01% | 1011 |
|
|
2013
Q2 | $71K | Buy |
+3,198
| New | +$71K | ﹤0.01% | 1180 |
|