Equitable Holdings’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
Q2 | $244K | Buy |
+4,795
| New | +$244K | ﹤0.01% | 1281 |
|
|
2025
Q1 | – | Sell |
-4,360
| Closed | -$235K | – | 1352 |
|
|
2024
Q4 | $235K | Sell |
4,360
-498
| -10% | -$26.9K | ﹤0.01% | 1142 |
|
|
2024
Q3 | $256K | Sell |
4,858
-679
| -12% | -$35.8K | ﹤0.01% | 1095 |
|
|
2024
Q2 | $261K | Buy |
5,537
+328
| +6% | +$15.5K | ﹤0.01% | 1035 |
|
|
2024
Q1 | $261K | Buy |
+5,209
| New | +$261K | ﹤0.01% | 1003 |
|