Edgemoor Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-342,015
| Closed | -$9.42M | – | 138 |
|
|
2014
Q2 | $9.42M | Sell |
342,015
-19,455
| -5% | -$536K | 1.39% | 30 |
|
|
2014
Q1 | $9.83M | Sell |
361,470
-6,225
| -2% | -$169K | 1.55% | 26 |
|
|
2013
Q4 | $10M | Sell |
367,695
-4,578
| -1% | -$125K | 1.59% | 25 |
|
|
2013
Q3 | $9.18M | Sell |
372,273
-4,005
| -1% | -$98.8K | 1.6% | 25 |
|
|
2013
Q2 | $8.38M | Buy |
+376,278
| New | +$8.38M | 1.49% | 28 |
|