Essential Planning’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
Q3 | $436K | Buy |
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|
2025
Q2 | $398K | Buy |
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|
2025
Q1 | $381K | Sell |
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|
2024
Q4 | $29.4M | Buy |
|
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|
2024
Q3 | $470K | Sell |
|
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|
2024
Q2 | $425K | Sell |
|
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|
2024
Q1 | $534K | Hold |
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|
2023
Q4 | $534K | Sell |
|
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|
2023
Q3 | $477K | Sell |
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|
2023
Q2 | $530K | Hold |
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|
2023
Q1 | $511K | Sell |
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|
2022
Q4 | $808K | Buy |
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|
2022
Q3 | $813K | Buy |
|