Envestnet 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 | $5.77M | Buy |
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|
2025
Q1 | $5.33M | Sell |
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|
2024
Q4 | $5.98M | Sell |
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|
2024
Q3 | $5.99M | Sell |
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|
2024
Q2 | $6.25M | Sell |
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|
2024
Q1 | $6.78M | Buy |
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|
2023
Q4 | $6.69M | Sell |
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|
2023
Q3 | $5.85M | Sell |
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|
2023
Q2 | $6.39M | Sell |
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|
2023
Q1 | $6.56M | Sell |
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|
2022
Q4 | $6.63M | Sell |
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|
2022
Q3 | $6.22M | Buy |
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|
2022
Q2 | $6.28M | Sell |
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|
2022
Q1 | $10.4M | Sell |
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|
2021
Q4 | $11.3M | Sell |
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|
2021
Q3 | $15.3M | Buy |
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|
2021
Q2 | $15.5M | Sell |
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|
2021
Q1 | $15.3M | Buy |
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|
2020
Q4 | $7.48M | Sell |
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|
2020
Q3 | $6.09M | Sell |
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|
2020
Q2 | $5.92M | Sell |
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|
2020
Q1 | $5.35M | Sell |
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|
2019
Q4 | $10.6M | Sell |
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|
2019
Q3 | $10.1M | Buy |
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|
2019
Q2 | $9.98M | Sell |
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|
2019
Q1 | $10.7M | Buy |
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|
2018
Q4 | $8.2M | Buy |
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|
2018
Q3 | $6.61M | Sell |
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|
2018
Q2 | $6.86M | Buy |
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|
2018
Q1 | $5.82M | Sell |
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|
2017
Q4 | $7.2M | Sell |
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|
2017
Q3 | $8.69M | Sell |
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|
2017
Q2 | $8.42M | Sell |
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|
2017
Q1 | $9.66M | Sell |
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|
2016
Q4 | $9.92M | Sell |
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|
2016
Q3 | $8.82M | Sell |
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|
2016
Q2 | $9.31M | Sell |
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|
2016
Q1 | $9.44M | Buy |
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|
2015
Q4 | $6.08M | Buy |
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|
2015
Q3 | $5.84M | Buy |
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|
2015
Q2 | $6.38M | Buy |
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|
2015
Q1 | $6.2M | Buy |
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|
2014
Q4 | $3.31M | Sell |
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|
2014
Q3 | $6.69M | Sell |
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|
2014
Q2 | $8.21M | Buy |
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|
2014
Q1 | $7.74M | Buy |
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|
2013
Q4 | $6.84M | Buy |
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|
2013
Q3 | $5.74M | Buy |
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|
2013
Q2 | $4.91M | Buy |
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