EPG Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-653
| Closed | -$35.2K | – | 414 |
|
|
2024
Q4 | $35.2K | Hold |
653
| – | – | 0.01% | 315 |
|
|
2024
Q3 | $34.4K | Buy |
+653
| New | +$34.4K | 0.01% | 320 |
|
|
2024
Q2 | – | Sell |
-653
| Closed | -$32.7K | – | 345 |
|
|
2024
Q1 | $32.7K | Hold |
653
| – | – | 0.01% | 336 |
|
|
2023
Q4 | $30.7K | Hold |
653
| – | – | 0.01% | 327 |
|
|
2023
Q3 | $28.3K | Hold |
653
| – | – | 0.01% | 322 |
|
|
2023
Q2 | $29.3K | Hold |
653
| – | – | 0.01% | 318 |
|
|
2023
Q1 | $28.2K | Buy |
653
+40
| +7% | +$1.73K | 0.01% | 320 |
|
|
2022
Q4 | $26.1K | Hold |
613
| – | – | 0.01% | 295 |
|
|
2022
Q3 | $24K | Buy |
+613
| New | +$24K | 0.01% | 301 |
|
|
2022
Q2 | – | Sell |
-613
| Closed | -$29K | – | 248 |
|
|
2022
Q1 | $29K | Hold |
613
| – | – | 0.01% | 317 |
|
|
2021
Q4 | $32K | Hold |
613
| – | – | 0.01% | 313 |
|
|
2021
Q3 | $30K | Buy |
+613
| New | +$30K | 0.01% | 296 |
|
|
2020
Q2 | – | Sell |
-2,792
| Closed | -$62K | – | 308 |
|
|
2020
Q1 | $62K | Buy |
+2,792
| New | +$62K | 0.05% | 242 |
|