Financial Connections Group’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 | $68K | Hold |
1,350
| – | – | 0.03% | 90 |
|
|
2025
Q1 | $65K | Hold |
1,350
| – | – | 0.03% | 90 |
|
|
2024
Q4 | $72K | Hold |
1,350
| – | – | 0.03% | 77 |
|
|
2024
Q3 | $71K | Hold |
1,350
| – | – | 0.03% | 77 |
|
|
2024
Q2 | $63K | Hold |
1,350
| – | – | 0.03% | 85 |
|
|
2024
Q1 | $68K | Hold |
1,350
| – | – | 0.07% | 45 |
|
|
2023
Q4 | $67K | Hold |
1,350
| – | – | 0.04% | 87 |
|
|
2023
Q3 | $58K | Hold |
1,350
| – | – | 0.07% | 61 |
|
|
2023
Q2 | $60K | Hold |
1,350
| – | – | 0.04% | 99 |
|
|
2023
Q1 | $58K | Hold |
1,350
| – | – | 0.04% | 83 |
|
|
2022
Q4 | $57K | Hold |
1,350
| – | – | 0.04% | 81 |
|
|
2022
Q3 | $52K | Hold |
1,350
| – | – | 0.04% | 72 |
|
|
2022
Q2 | $55K | Hold |
1,350
| – | – | 0.05% | 94 |
|
|
2022
Q1 | $64K | Hold |
1,350
| – | – | 0.06% | 88 |
|
|
2021
Q4 | $69K | Buy |
+1,350
| New | +$69K | 0.07% | 86 |
|