FWTB
First Western Trust Bank’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-69,790
| Closed | -$3.76M | – | 191 |
|
|
2024
Q4 | $3.76M | Hold |
69,790
| – | – | 0.17% | 43 |
|
|
2024
Q3 | $3.68M | Hold |
69,790
| – | – | 0.17% | 50 |
|
|
2024
Q2 | $3.29M | Hold |
69,790
| – | – | 0.16% | 50 |
|
|
2024
Q1 | $3.5M | Hold |
69,790
| – | – | 0.16% | 52 |
|
|
2023
Q4 | $3.48M | Hold |
69,790
| – | – | 0.17% | 51 |
|
|
2023
Q3 | $3.02M | Hold |
69,790
| – | – | 0.16% | 57 |
|
|
2023
Q2 | $3.13M | Hold |
69,790
| – | – | 0.15% | 59 |
|
|
2023
Q1 | $3.02M | Buy |
+69,790
| New | +$3.02M | 0.16% | 61 |
|