Geneos Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $108K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $14.8K | Hold |
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|
2024
Q3 | $14.5K | Hold |
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|
2024
Q2 | $13K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $13K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $14K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $2K | Hold |
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|
2017
Q1 | $2K | Hold |
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|
2016
Q4 | $2K | Hold |
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|
2016
Q3 | $2K | Hold |
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|
2016
Q2 | $1K | Hold |
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|
2016
Q1 | $1K | Buy |
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