D.A. Davidson & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-150
| Closed | -$4K | – | 1317 |
|
|
2017
Q2 | $4K | Hold |
150
| – | – | ﹤0.01% | 2220 |
|
|
2017
Q1 | $4K | Hold |
150
| – | – | ﹤0.01% | 2202 |
|
|
2016
Q4 | $4K | Hold |
150
| – | – | ﹤0.01% | 2284 |
|
|
2016
Q3 | $4K | Hold |
150
| – | – | ﹤0.01% | 2220 |
|
|
2016
Q2 | $3K | Hold |
150
| – | – | ﹤0.01% | 2200 |
|
|
2016
Q1 | $3K | Hold |
150
| – | – | ﹤0.01% | 2113 |
|
|
2015
Q4 | $3K | Hold |
150
| – | – | ﹤0.01% | 2082 |
|
|
2015
Q3 | $3K | Hold |
150
| – | – | ﹤0.01% | 2060 |
|
|
2015
Q2 | $4K | Hold |
150
| – | – | ﹤0.01% | 2031 |
|
|
2015
Q1 | $4K | Hold |
150
| – | – | ﹤0.01% | 1938 |
|
|
2014
Q4 | $4K | Buy |
+150
| New | +$4K | ﹤0.01% | 1952 |
|