Cutler Investment Counsel’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
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|
2020
Q4 | $225K | Sell |
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|
2020
Q3 | $269K | Sell |
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|
2020
Q2 | $362K | Sell |
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|
2020
Q1 | $2.52M | Buy |
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|
2019
Q4 | $4.24M | Sell |
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|
2019
Q3 | $4.41M | Sell |
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|
2019
Q2 | $4.63M | Sell |
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|
2019
Q1 | $4.66M | Sell |
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|
2018
Q4 | $4.14M | Sell |
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|
2018
Q3 | $5.77M | Buy |
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|
2018
Q2 | $5.53M | Buy |
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|
2018
Q1 | $4.85M | Sell |
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|
2017
Q4 | $7.72M | Buy |
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|
2017
Q3 | $4.94M | Buy |
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|
2017
Q2 | $4.5M | Sell |
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|
2017
Q1 | $6.48M | Buy |
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|
2016
Q4 | $6.22M | Buy |
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|
2016
Q3 | $4.54M | Buy |
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|
2016
Q2 | $3.11M | Buy |
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|
2016
Q1 | $2.71M | Buy |
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|
2015
Q4 | $2.54M | Sell |
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|
2015
Q3 | $3.53M | Sell |
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|
2015
Q2 | $5.21M | Buy |
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|
2015
Q1 | $5.11M | Sell |
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|
2014
Q4 | $5.36M | Sell |
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|
2014
Q3 | $5.31M | Buy |
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|
2014
Q2 | $5.49M | Sell |
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|
2014
Q1 | $5.52M | Buy |
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|
2013
Q4 | $5.33M | Buy |
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|
2013
Q3 | $4.73M | Sell |
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|
2013
Q2 | $4.36M | Buy |
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