First Allied Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $232K | Buy |
7,764
+416
| +6% | +$12.4K | 0.01% | 1009 |
|
|
2020
Q2 | $209K | Buy |
+7,348
| New | +$209K | 0.01% | 984 |
|
|
2019
Q4 | – | Sell |
-1,028
| Closed | -$35K | – | 1263 |
|
|
2019
Q3 | $35K | Buy |
+1,028
| New | +$35K | ﹤0.01% | 1405 |
|
|
2018
Q1 | – | Sell |
-1,126
| Closed | -$41K | – | 1210 |
|
|
2017
Q4 | $41K | Buy |
+1,126
| New | +$41K | ﹤0.01% | 1325 |
|
|
2013
Q4 | – | Sell |
-9,585
| Closed | -$238K | – | 967 |
|
|
2013
Q3 | $238K | Buy |
+9,585
| New | +$238K | 0.01% | 817 |
|