Geneos Wealth Management’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 |
-275
| Closed | -$14.8K | – | 3102 |
|
|
2024
Q4 | $14.8K | Hold |
275
| – | – | ﹤0.01% | 1868 |
|
|
2024
Q3 | $14.5K | Hold |
275
| – | – | ﹤0.01% | 1682 |
|
|
2024
Q2 | $13K | Buy |
+275
| New | +$13K | ﹤0.01% | 1474 |
|
|
2021
Q2 | – | Sell |
-275
| Closed | -$13K | – | 2917 |
|
|
2021
Q1 | $13K | Buy |
+275
| New | +$13K | ﹤0.01% | 2259 |
|
|
2019
Q1 | – | Sell |
-448
| Closed | -$14K | – | 2424 |
|
|
2018
Q4 | $14K | Buy |
+448
| New | +$14K | ﹤0.01% | 1654 |
|
|
2017
Q3 | – | Sell |
-75
| Closed | -$2K | – | 2121 |
|
|
2017
Q2 | $2K | Hold |
75
| – | – | ﹤0.01% | 1914 |
|
|
2017
Q1 | $2K | Hold |
75
| – | – | ﹤0.01% | 1872 |
|
|
2016
Q4 | $2K | Hold |
75
| – | – | ﹤0.01% | 1838 |
|
|
2016
Q3 | $2K | Hold |
75
| – | – | ﹤0.01% | 1763 |
|
|
2016
Q2 | $1K | Hold |
75
| – | – | ﹤0.01% | 1731 |
|
|
2016
Q1 | $1K | Buy |
+75
| New | +$1K | ﹤0.01% | 1713 |
|