Golden State 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
Q2 | $27.3K | Buy |
535
+1
| +0.2% | +$51 | ﹤0.01% | 802 |
|
|
2025
Q1 | $26.1K | Buy |
534
+417
| +356% | +$20.4K | ﹤0.01% | 736 |
|
|
2024
Q4 | $6.31K | Buy |
+117
| New | +$6.31K | ﹤0.01% | 1071 |
|
|
2022
Q1 | – | Sell |
-4,954
| Closed | -$255K | – | 320 |
|
|
2021
Q4 | $255K | Buy |
+4,954
| New | +$255K | 0.04% | 316 |
|
|
2021
Q1 | – | Sell |
-24,155
| Closed | -$940K | – | 211 |
|
|
2020
Q4 | $940K | Sell |
24,155
-3,020
| -11% | -$118K | 0.27% | 73 |
|
|
2020
Q3 | $811K | Sell |
27,175
-21,855
| -45% | -$652K | 0.27% | 65 |
|
|
2020
Q2 | $1.39M | Buy |
49,030
+48,201
| +5,814% | +$1.37M | 0.45% | 36 |
|
|
2020
Q1 | $19K | Buy |
+829
| New | +$19K | 0.01% | 511 |
|
|
2019
Q4 | – | Sell |
-57,627
| Closed | -$2.05M | – | 274 |
|
|
2019
Q3 | $2.05M | Sell |
57,627
-3,590
| -6% | -$128K | 0.68% | 28 |
|
|
2019
Q2 | $2.2M | Buy |
61,217
+6,521
| +12% | +$234K | 0.7% | 27 |
|
|
2019
Q1 | $1.98M | Buy |
+54,696
| New | +$1.98M | 0.66% | 30 |
|