Essential Planning’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 | $398K | Buy |
7,803
+1
| +0% | +$51 | 0.15% | 59 |
|
|
2025
Q1 | $381K | Sell |
7,802
-528,978
| -99% | -$25.8M | 0.15% | 54 |
|
|
2024
Q4 | $29.4M | Buy |
536,780
+527,868
| +5,923% | +$28.9M | 0.19% | 44 |
|
|
2024
Q3 | $470K | Sell |
8,912
-105
| -1% | -$5.54K | 0.19% | 48 |
|
|
2024
Q2 | $425K | Sell |
9,017
-1,709
| -16% | -$80.5K | 0.19% | 46 |
|
|
2024
Q1 | $534K | Hold |
10,726
| – | – | 0.27% | 35 |
|
|
2023
Q4 | $534K | Sell |
10,726
-297
| -3% | -$14.8K | 0.27% | 35 |
|
|
2023
Q3 | $477K | Sell |
11,023
-802
| -7% | -$34.7K | 0.26% | 35 |
|
|
2023
Q2 | $530K | Hold |
11,825
| – | – | 0.3% | 28 |
|
|
2023
Q1 | $511K | Sell |
11,825
-8,938
| -43% | -$386K | 0.31% | 28 |
|
|
2022
Q4 | $808K | Buy |
20,763
+6
| +0% | +$233 | 0.62% | 22 |
|
|
2022
Q3 | $813K | Buy |
+20,757
| New | +$813K | 4.69% | 5 |
|