Creative Planning’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 | $1.51M | Buy |
26,080
+211
| +0.8% | +$12.5K | ﹤0.01% | 2129 |
|
|
2025
Q4 | $1.47M | Buy |
25,869
+436
| +2% | +$24.4K | ﹤0.01% | 1971 |
|
|
2025
Q3 | $1.42M | Sell |
25,433
-744
| -3% | -$40.3K | ﹤0.01% | 1811 |
|
|
2025
Q2 | $1.33M | Buy |
26,177
+110
| +0.4% | +$5.31K | ﹤0.01% | 1632 |
|
|
2025
Q1 | $1.27M | Buy |
26,067
+1,128
| +5% | +$59.4K | ﹤0.01% | 1520 |
|
|
2024
Q4 | $1.35M | Hold |
24,939
| – | – | ﹤0.01% | 1419 |
|
|
2024
Q3 | $1.32M | Hold |
24,939
| – | – | ﹤0.01% | 1319 |
|
|
2024
Q2 | $1.18M | Hold |
24,939
| – | – | ﹤0.01% | 1291 |
|
|
2024
Q1 | $1.25M | Hold |
24,939
| – | – | ﹤0.01% | 1194 |
|
|
2023
Q4 | $1.24M | Buy |
24,939
+2,573
| +12% | +$114K | ﹤0.01% | 1121 |
|
|
2023
Q3 | $968K | Sell |
22,366
-361
| -2% | -$16.4K | ﹤0.01% | 1176 |
|
|
2023
Q2 | $1.02M | Hold |
22,727
| – | – | ﹤0.01% | 1124 |
|
|
2023
Q1 | $982K | Buy |
22,727
+1
| +0% | +$45 | ﹤0.01% | 1088 |
|
|
2022
Q4 | $968K | Buy |
22,726
+1
| +0% | +$43 | ﹤0.01% | 1052 |
|
|
2022
Q3 | $890K | Hold |
22,725
| – | – | ﹤0.01% | 1009 |
|
|
2022
Q2 | $934K | Sell |
22,725
-10,639
| -32% | -$473K | ﹤0.01% | 1004 |
|
|
2022
Q1 | $1.6M | Sell |
33,364
-1,759
| -5% | -$85.5K | ﹤0.01% | 795 |
|
|
2021
Q4 | $1.8M | Sell |
35,123
-21
| -0.1% | -$1.07K | ﹤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% | -$628K | ﹤0.01% | 881 |
|
|
2021
Q1 | $1.7M | Buy |
35,894
+1,400
| +4% | +$62.4K | ﹤0.01% | 791 |
|
|
2020
Q4 | $1.34M | Buy |
34,494
+921
| +3% | +$32.3K | ﹤0.01% | 824 |
|
|
2020
Q3 | $1M | Sell |
33,573
-10,285
| -23% | -$310K | ﹤0.01% | 804 |
|
|
2020
Q2 | $1.25M | Buy |
43,858
+9,380
| +27% | +$244K | ﹤0.01% | 660 |
|
|
2020
Q1 | $770K | Buy |
+34,478
| New | +$1.11M | ﹤0.01% | 745 |
|
|
2019
Q1 | – | Sell |
-8,233
| Closed | -$264K | – | 2014 |
|
|
2018
Q4 | $264K | Buy |
+8,233
| New | +$294K | ﹤0.01% | 1317 |
|
|
2017
Q3 | – | Sell |
-1,092
| Closed | -$36K | – | 2380 |
|
|
2017
Q2 | $36K | Hold |
1,092
| – | – | ﹤0.01% | 2776 |
|
|
2017
Q1 | $35K | Sell |
1,092
-132
| -11% | -$4.25K | ﹤0.01% | 2722 |
|
|
2016
Q4 | $40K | Buy |
1,224
+132
| +12% | +$3.95K | ﹤0.01% | 2564 |
|
|
2016
Q3 | $31K | Buy |
1,092
+495
| +83% | +$13.7K | ﹤0.01% | 2712 |
|
|
2016
Q2 | $16K | Hold |
597
| – | – | ﹤0.01% | 2939 |
|
|
2016
Q1 | $15K | Sell |
597
-1,860
| -76% | -$43.9K | ﹤0.01% | 2953 |
|
|
2015
Q4 | $62K | Sell |
2,457
-5,454
| -69% | -$142K | ﹤0.01% | 1943 |
|
|
2015
Q3 | $194K | Buy |
+7,911
| New | +$209K | ﹤0.01% | 1213 |
|
|
2015
Q2 | – | Sell |
-7,698
| Closed | -$217K | – | 1615 |
|
|
2015
Q1 | $217K | Buy |
7,698
+60
| +0.8% | +$1.63K | ﹤0.01% | 1152 |
|
|
2014
Q4 | $211K | Hold |
7,638
| – | – | ﹤0.01% | 1111 |
|
|
2014
Q3 | $194K | Hold |
7,638
| – | – | ﹤0.01% | 1070 |
|
|
2014
Q2 | $210K | Buy |
7,638
+1,860
| +32% | +$49.7K | ﹤0.01% | 1002 |
|
|
2014
Q1 | $157K | Hold |
5,778
| – | – | ﹤0.01% | 1124 |
|
|
2013
Q4 | $157K | Buy |
5,778
+942
| +19% | +$24.4K | ﹤0.01% | 969 |
|
|
2013
Q3 | $119K | Buy |
4,836
+1,638
| +51% | +$39.2K | ﹤0.01% | 1011 |
|
|
2013
Q2 | $71K | Buy |
+3,198
| New | +$69K | ﹤0.01% | 1180 |
|
Other funds holding EES
KFI
SC
AWA