Global Financial Private Client’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
Q2 | – | Sell |
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|
2025
Q1 | $73.3K | Hold |
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|
2024
Q4 | $80.9K | Hold |
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2024
Q3 | $79.1K | Hold |
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|
2024
Q2 | $70.7K | Hold |
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|
2024
Q1 | $74.4K | Hold |
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|
2023
Q4 | $74.7K | Hold |
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|
2023
Q3 | $64.1K | Hold |
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|
2023
Q2 | $67.9K | Hold |
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|
2023
Q1 | $64.7K | Hold |
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|
2022
Q4 | $63.9K | Hold |
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|
2022
Q3 | $60.3K | Hold |
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|
2022
Q2 | $62.5K | Hold |
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|
2022
Q1 | $72.3K | Hold |
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|
2021
Q4 | $77.1K | Hold |
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|
2021
Q3 | $73.7K | Hold |
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|
2021
Q2 | $74.8K | Hold |
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|
2021
Q1 | $71.9K | Hold |
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|
2020
Q4 | $58.4K | Hold |
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|
2020
Q3 | $45.4K | Hold |
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|
2020
Q2 | $41.6K | Hold |
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|
2020
Q1 | $31.3K | Hold |
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|
2019
Q4 | $57.7K | Buy |
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