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Forefront Analytics’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.05M | Sell |
20,571
-5,435
| -21% | -$277K | 1.17% | 16 |
|
2025
Q1 | $1.27M | Buy |
26,006
+341
| +1% | +$16.7K | 1.46% | 14 |
|
2024
Q4 | $1.38M | Sell |
25,665
-387
| -1% | -$20.9K | 0.64% | 32 |
|
2024
Q3 | $1.37M | Sell |
26,052
-4,372
| -14% | -$231K | 0.65% | 33 |
|
2024
Q2 | $1.43M | Buy |
30,424
+3,694
| +14% | +$174K | 0.69% | 32 |
|
2024
Q1 | $1.34M | Sell |
26,730
-6,522
| -20% | -$327K | 0.65% | 33 |
|
2023
Q4 | $1.66M | Buy |
33,252
+77
| +0.2% | +$3.84K | 0.82% | 29 |
|
2023
Q3 | $1.44M | Sell |
33,175
-522
| -2% | -$22.6K | 0.81% | 30 |
|
2023
Q2 | $1.51M | Sell |
33,697
-8,912
| -21% | -$399K | 0.86% | 29 |
|
2023
Q1 | $1.84M | Sell |
42,609
-1,481
| -3% | -$64K | 0.95% | 27 |
|
2022
Q4 | $1.88M | Sell |
44,090
-12,098
| -22% | -$515K | 1% | 26 |
|
2022
Q3 | $2.2M | Sell |
56,188
-492
| -0.9% | -$19.3K | 1.17% | 22 |
|
2022
Q2 | $2.33M | Sell |
56,680
-55,493
| -49% | -$2.28M | 1.13% | 22 |
|
2022
Q1 | $5.38M | Buy |
112,173
+201
| +0.2% | +$9.64K | 2% | 18 |
|
2021
Q4 | $5.76M | Sell |
111,972
-72,451
| -39% | -$3.72M | 1.93% | 19 |
|
2021
Q3 | $8.92M | Buy |
184,423
+3,475
| +2% | +$168K | 3.25% | 15 |
|
2021
Q2 | $8.94M | Buy |
180,948
+4,431
| +3% | +$219K | 3.55% | 14 |
|
2021
Q1 | $8.36M | Sell |
176,517
-11,012
| -6% | -$522K | 3.56% | 14 |
|
2020
Q4 | $7.31M | Buy |
187,529
+11,722
| +7% | +$457K | 3.17% | 15 |
|
2020
Q3 | $5.25M | Buy |
175,807
+126,224
| +255% | +$3.77M | 2.45% | 17 |
|
2020
Q2 | $1.41M | Buy |
49,583
+8,683
| +21% | +$246K | 0.86% | 29 |
|
2020
Q1 | $913K | Sell |
40,900
-33,150
| -45% | -$740K | 0.73% | 30 |
|
2019
Q4 | $2.85M | Buy |
74,050
+14,935
| +25% | +$574K | 1.11% | 24 |
|
2019
Q3 | $2.11M | Buy |
59,115
+33,900
| +134% | +$1.21M | 0.87% | 27 |
|
2019
Q2 | $905K | Buy |
25,215
+4,449
| +21% | +$160K | 0.39% | 31 |
|
2019
Q1 | $752K | Sell |
20,766
-30,258
| -59% | -$1.1M | 0.48% | 33 |
|
2018
Q4 | $1.64M | Sell |
51,024
-35,276
| -41% | -$1.13M | 0.91% | 29 |
|
2018
Q3 | $3.44M | Buy |
86,300
+521
| +0.6% | +$20.8K | 1.56% | 27 |
|
2018
Q2 | $3.32M | Buy |
85,779
+20,682
| +32% | +$800K | 1.54% | 26 |
|
2018
Q1 | $2.33M | Sell |
65,097
-22,841
| -26% | -$817K | 1.31% | 25 |
|
2017
Q4 | $3.19M | Buy |
+87,938
| New | +$3.19M | 1.9% | 20 |
|