Cresset Asset Management’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
Q2 | $394K | Hold |
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|
2025
Q1 | $377K | Hold |
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|
2024
Q4 | $417K | Sell |
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|
2024
Q3 | $815K | Hold |
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|
2024
Q2 | $728K | Buy |
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|
2024
Q1 | $387K | Hold |
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|
2023
Q4 | $385K | Hold |
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|
2023
Q3 | $334K | Hold |
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|
2023
Q2 | $346K | Hold |
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|
2023
Q1 | $334K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $303K | Hold |
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|
2022
Q2 | $318K | Buy |
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