Frazier Financial Advisors’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 | $6.76K | Hold |
133
| – | – | ﹤0.01% | 414 |
|
|
2025
Q1 | $6.48K | Buy |
133
+7
| +6% | +$341 | 0.01% | 398 |
|
|
2024
Q4 | $6.75K | Hold |
126
| – | – | 0.01% | 401 |
|
|
2024
Q3 | $6.63K | Hold |
126
| – | – | 0.01% | 460 |
|
|
2024
Q2 | $5.92K | Hold |
126
| – | – | ﹤0.01% | 562 |
|
|
2024
Q1 | $6.3K | Hold |
126
| – | – | 0.01% | 538 |
|
|
2023
Q4 | $6.26K | Buy |
+126
| New | +$6.26K | 0.01% | 447 |
|