FDx Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-14,169
| Closed | -$461K | – | 1143 |
|
|
2016
Q4 | $461K | Buy |
+14,169
| New | +$461K | 0.01% | 804 |
|
|
2015
Q4 | – | Sell |
-17,430
| Closed | -$427K | – | 875 |
|
|
2015
Q3 | $427K | Sell |
17,430
-522
| -3% | -$12.8K | 0.04% | 508 |
|
|
2015
Q2 | $507K | Sell |
17,952
-348
| -2% | -$9.83K | 0.03% | 573 |
|
|
2015
Q1 | $514K | Buy |
+18,300
| New | +$514K | 0.01% | 928 |
|
|
2014
Q4 | – | Sell |
-11,784
| Closed | -$299K | – | 905 |
|
|
2014
Q3 | $299K | Buy |
+11,784
| New | +$299K | 0.02% | 785 |
|