Essex Savings Bank’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 | $235K | Hold |
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|
2025
Q2 | $214K | Hold |
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|
2025
Q1 | $205K | Hold |
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|
2024
Q4 | $227K | Hold |
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|
2024
Q3 | $222K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $209K | Hold |
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|
2023
Q4 | $209K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $201K | Hold |
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|
2021
Q4 | $216K | Hold |
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|
2021
Q3 | $207K | Hold |
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|
2021
Q2 | $210K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $151K | Hold |
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|
2019
Q1 | $152K | Hold |
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|
2018
Q4 | $135K | Buy |
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