Financial Connections Group’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 | $75K | Hold |
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|
2025
Q2 | $68K | Hold |
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|
2025
Q1 | $65K | Hold |
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|
2024
Q4 | $72K | Hold |
|
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|
2024
Q3 | $71K | Hold |
|
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|
2024
Q2 | $63K | Hold |
|
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|
2024
Q1 | $68K | Hold |
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|
2023
Q4 | $67K | Hold |
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|
2023
Q3 | $58K | Hold |
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|
2023
Q2 | $60K | Hold |
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|
2023
Q1 | $58K | Hold |
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|
2022
Q4 | $57K | Hold |
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|
2022
Q3 | $52K | Hold |
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|
2022
Q2 | $55K | Hold |
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|
2022
Q1 | $64K | Hold |
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|
2021
Q4 | $69K | Buy |
|