First Western Trust Bank’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
Q1
Sell
2024
Q4
$3.76M Hold
2024
Q3
$3.68M Hold
2024
Q2
$3.29M Hold
2024
Q1
$3.5M Hold
2023
Q4
$3.48M Hold
2023
Q3
$3.02M Hold
2023
Q2
$3.13M Hold
2023
Q1
$3.02M Buy