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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.42M | Sell |
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|
2025
Q2 | $1.33M | Buy |
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|
2025
Q1 | $1.27M | Buy |
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|
2024
Q4 | $1.35M | Hold |
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|
2024
Q3 | $1.32M | Hold |
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|
2024
Q2 | $1.18M | Hold |
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|
2024
Q1 | $1.25M | Hold |
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|
2023
Q4 | $1.24M | Buy |
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|
2023
Q3 | $968K | Sell |
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|
2023
Q2 | $1.02M | Hold |
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|
2023
Q1 | $982K | Buy |
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|
2022
Q4 | $968K | Buy |
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|
2022
Q3 | $890K | Hold |
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|
2022
Q2 | $934K | Sell |
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|
2022
Q1 | $1.6M | Sell |
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|
2021
Q4 | $1.8M | Sell |
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|
2021
Q3 | $1.7M | Buy |
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|
2021
Q2 | $1.14M | Sell |
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|
2021
Q1 | $1.7M | Buy |
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|
2020
Q4 | $1.34M | Buy |
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|
2020
Q3 | $1M | Sell |
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|
2020
Q2 | $1.25M | Buy |
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|
2020
Q1 | $770K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $264K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $36K | Hold |
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|
2017
Q1 | $35K | Sell |
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|
2016
Q4 | $40K | Buy |
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|
2016
Q3 | $31K | Buy |
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|
2016
Q2 | $16K | Hold |
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|
2016
Q1 | $15K | Sell |
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|
2015
Q4 | $62K | Sell |
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|
2015
Q3 | $194K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $217K | Buy |
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|
2014
Q4 | $211K | Hold |
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|
2014
Q3 | $194K | Hold |
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|
2014
Q2 | $210K | Buy |
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|
2014
Q1 | $157K | Hold |
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|
2013
Q4 | $157K | Buy |
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|
2013
Q3 | $119K | Buy |
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|
2013
Q2 | $71K | Buy |
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