FSA 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
Q1 | – | Sell |
-6,469
| Closed | -$349K | – | 182 |
|
|
2024
Q4 | $349K | Sell |
6,469
-1,004
| -13% | -$54.2K | 0.43% | 83 |
|
|
2024
Q3 | $352K | Sell |
7,473
-234
| -3% | -$11K | 0.35% | 87 |
|
|
2024
Q2 | $386K | Hold |
7,707
| – | – | 0.4% | 77 |
|
|
2024
Q1 | $386K | Buy |
7,707
+3,168
| +70% | +$159K | 0.41% | 73 |
|
|
2023
Q4 | $226K | Buy |
+4,539
| New | +$226K | 0.28% | 105 |
|