GFPC
Global Financial Private Client’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,500
| Closed | -$73.3K | – | 622 |
|
|
2025
Q1 | $73.3K | Hold |
1,500
| – | – | 0.03% | 295 |
|
|
2024
Q4 | $80.9K | Hold |
1,500
| – | – | 0.03% | 283 |
|
|
2024
Q3 | $79.1K | Hold |
1,500
| – | – | 0.03% | 281 |
|
|
2024
Q2 | $70.7K | Hold |
1,500
| – | – | 0.03% | 269 |
|
|
2024
Q1 | $74.4K | Hold |
1,500
| – | – | 0.03% | 265 |
|
|
2023
Q4 | $74.7K | Hold |
1,500
| – | – | 0.04% | 266 |
|
|
2023
Q3 | $64.1K | Hold |
1,500
| – | – | 0.03% | 260 |
|
|
2023
Q2 | $67.9K | Hold |
1,500
| – | – | 0.03% | 264 |
|
|
2023
Q1 | $64.7K | Hold |
1,500
| – | – | 0.03% | 256 |
|
|
2022
Q4 | $63.9K | Hold |
1,500
| – | – | 0.04% | 246 |
|
|
2022
Q3 | $60.3K | Hold |
1,500
| – | – | 0.03% | 252 |
|
|
2022
Q2 | $62.5K | Hold |
1,500
| – | – | 0.04% | 243 |
|
|
2022
Q1 | $72.3K | Hold |
1,500
| – | – | 0.04% | 236 |
|
|
2021
Q4 | $77.1K | Hold |
1,500
| – | – | 0.04% | 234 |
|
|
2021
Q3 | $73.7K | Hold |
1,500
| – | – | 0.04% | 212 |
|
|
2021
Q2 | $74.8K | Hold |
1,500
| – | – | 0.04% | 205 |
|
|
2021
Q1 | $71.9K | Hold |
1,500
| – | – | 0.05% | 178 |
|
|
2020
Q4 | $58.4K | Hold |
1,500
| – | – | 0.05% | 182 |
|
|
2020
Q3 | $45.4K | Hold |
1,500
| – | – | 0.04% | 201 |
|
|
2020
Q2 | $41.6K | Hold |
1,500
| – | – | 0.04% | 232 |
|
|
2020
Q1 | $31.3K | Hold |
1,500
| – | – | 0.03% | 263 |
|
|
2019
Q4 | $57.7K | Buy |
+1,500
| New | +$57.7K | 0.05% | 221 |
|