Global Retirement Partners’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
Q3 | $1.32M | Sell |
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|
2025
Q2 | $1.27M | Buy |
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|
2024
Q4 | $14.7M | Buy |
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|
2024
Q3 | $13M | Buy |
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|
2024
Q2 | $9.63M | Buy |
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|
2024
Q1 | $6.73M | Buy |
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|
2023
Q4 | $4.88M | Buy |
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|
2023
Q3 | $3.43M | Buy |
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|
2023
Q2 | $3.11M | Sell |
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|
2023
Q1 | $2.9M | Buy |
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|
2022
Q4 | $2.49M | Buy |
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|
2022
Q3 | $1.56M | Buy |
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|
2022
Q2 | $1.21M | Buy |
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|
2022
Q1 | $1.26M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $113K | Sell |
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|
2021
Q2 | $125K | Buy |
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|
2021
Q1 | $105K | Buy |
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|
2020
Q4 | $75K | Buy |
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|
2020
Q3 | $56K | Sell |
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|
2020
Q2 | $172K | Sell |
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|
2020
Q1 | $727K | Buy |
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|
2019
Q4 | $1.16M | Sell |
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|
2019
Q3 | $1.13M | Sell |
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|
2019
Q2 | $1.28M | Buy |
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|
2019
Q1 | $1.28M | Hold |
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|
2018
Q4 | $1.14M | Buy |
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|
2018
Q3 | $1.37M | Buy |
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|
2018
Q2 | $1.22M | Buy |
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