Freedom Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $386K | Sell |
6,652
-378
| -5% | -$22.3K | 0.11% | 62 |
|
|
2025
Q4 | $400K | Sell |
7,030
-10
| -0.1% | -$559 | 0.12% | 61 |
|
|
2025
Q3 | $393K | Buy |
7,040
+2,078
| +42% | +$113K | 0.1% | 91 |
|
|
2025
Q2 | $253K | Sell |
4,962
-86
| -2% | -$4.15K | 0.02% | 643 |
|
|
2025
Q1 | $247K | Sell |
5,048
-26
| -0.5% | -$1.37K | 0.02% | 654 |
|
|
2024
Q4 | $274K | Buy |
5,074
+20
| +0.4% | +$1.1K | 0.02% | 627 |
|
|
2024
Q3 | $267K | Sell |
5,054
-188,496
| -97% | -$9.55M | 0.02% | 637 |
|
|
2024
Q2 | $9.12M | Buy |
193,550
+1,875
| +1% | +$89.8K | 0.75% | 27 |
|
|
2024
Q1 | $9.61M | Sell |
191,675
-6,178
| -3% | -$297K | 0.77% | 24 |
|
|
2023
Q4 | $9.86M | Buy |
+197,853
| New | +$8.75M | 0.8% | 23 |
|
|
2018
Q1 | – | Sell |
-24,118
| Closed | -$874K | – | 1144 |
|
|
2017
Q4 | $874K | Sell |
24,118
-3,451
| -13% | -$123K | 0.04% | 411 |
|
|
2017
Q3 | $964K | Buy |
27,569
+1,318
| +5% | +$43.1K | 0.05% | 348 |
|
|
2017
Q2 | $862K | Sell |
26,251
-1,797
| -6% | -$58.1K | 0.05% | 369 |
|
|
2017
Q1 | $903K | Buy |
28,048
+331
| +1% | +$10.7K | 0.05% | 328 |
|
|
2016
Q4 | $902K | Sell |
27,717
-108
| -0.4% | -$3.23K | 0.06% | 276 |
|
|
2016
Q3 | $788K | Buy |
27,825
+228
| +0.8% | +$6.32K | 0.05% | 314 |
|
|
2016
Q2 | $727K | Buy |
27,597
+1,686
| +7% | +$43.9K | 0.05% | 306 |
|
|
2016
Q1 | $664K | Sell |
25,911
-1,176
| -4% | -$27.8K | 0.05% | 313 |
|
|
2015
Q4 | $684K | Sell |
27,087
-8,382
| -24% | -$218K | 0.05% | 298 |
|
|
2015
Q3 | $388K | Buy |
35,469
+15,225
| +75% | +$402K | 0.04% | 396 |
|
|
2015
Q2 | $571K | Buy |
20,244
+1,341
| +7% | +$38.1K | 0.06% | 303 |
|
|
2015
Q1 | $532K | Sell |
18,903
-732
| -4% | -$19.9K | 0.06% | 281 |
|
|
2014
Q4 | $542K | Sell |
19,635
-330
| -2% | -$8.76K | 0.07% | 264 |
|
|
2014
Q3 | $506K | Buy |
19,965
+774
| +4% | +$20.7K | 0.09% | 236 |
|
|
2014
Q2 | $529K | Sell |
19,191
-306
| -2% | -$8.18K | 0.09% | 219 |
|
|
2014
Q1 | $530K | Buy |
19,497
+471
| +2% | +$12.5K | 0.11% | 175 |
|
|
2013
Q4 | $518K | Sell |
19,026
-180
| -0.9% | -$4.66K | 0.13% | 152 |
|
|
2013
Q3 | $474K | Buy |
19,206
+714
| +4% | +$17.1K | 0.14% | 129 |
|
|
2013
Q2 | $412K | Buy |
+18,492
| New | +$399K | 0.14% | 126 |
|
Other funds holding EES
KFI
SC
AWA