Golden State 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
Q3 | $30K | Buy |
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|
2025
Q2 | $27.3K | Buy |
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|
2025
Q1 | $26.1K | Buy |
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|
2024
Q4 | $6.31K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $255K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $940K | Sell |
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|
2020
Q3 | $811K | Sell |
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|
2020
Q2 | $1.39M | Buy |
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|
2020
Q1 | $19K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $2.05M | Sell |
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|
2019
Q2 | $2.2M | Buy |
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|
2019
Q1 | $1.98M | Buy |
|