Goldman Sachs’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $874K | Buy |
15,051
+22
| +0.1% | +$1.3K | ﹤0.01% | 5183 |
|
|
2025
Q4 | $856K | Hold |
15,029
| – | – | ﹤0.01% | 5244 |
|
|
2025
Q3 | $840K | Hold |
15,029
| – | – | ﹤0.01% | 5151 |
|
|
2025
Q2 | $766K | Hold |
15,029
| – | – | ﹤0.01% | 4890 |
|
|
2025
Q1 | $734K | Hold |
15,029
| – | – | ﹤0.01% | 4926 |
|
|
2024
Q4 | $811K | Hold |
15,029
| – | – | ﹤0.01% | 4956 |
|
|
2024
Q3 | $793K | Hold |
15,029
| – | – | ﹤0.01% | 4796 |
|
|
2024
Q2 | $708K | Hold |
15,029
| – | – | ﹤0.01% | 4631 |
|
|
2024
Q1 | $753K | Hold |
15,029
| – | – | ﹤0.01% | 4520 |
|
|
2023
Q4 | $749K | Hold |
15,029
| – | – | ﹤0.01% | 4544 |
|
|
2023
Q3 | $650K | Hold |
15,029
| – | – | ﹤0.01% | 4521 |
|
|
2023
Q2 | $673K | Sell |
15,029
-31,043
| -67% | -$1.32M | ﹤0.01% | 4582 |
|
|
2023
Q1 | $1.99M | Buy |
46,072
+31,043
| +207% | +$1.41M | ﹤0.01% | 3870 |
|
|
2022
Q4 | $640K | Hold |
15,029
| – | – | ﹤0.01% | 4716 |
|
|
2022
Q3 | $589K | Hold |
15,029
| – | – | ﹤0.01% | 4859 |
|
|
2022
Q2 | $618K | Hold |
15,029
| – | – | ﹤0.01% | 4931 |
|
|
2022
Q1 | $721K | Hold |
15,029
| – | – | ﹤0.01% | 5087 |
|
|
2021
Q4 | $772K | Hold |
15,029
| – | – | ﹤0.01% | 5062 |
|
|
2021
Q3 | $726K | Hold |
15,029
| – | – | ﹤0.01% | 4970 |
|
|
2021
Q2 | $742K | Hold |
15,029
| – | – | ﹤0.01% | 4974 |
|
|
2021
Q1 | $712K | Buy |
+15,029
| New | +$670K | ﹤0.01% | 4867 |
|
|
2019
Q4 | – | Sell |
-50,000
| Closed | -$1.78M | – | 5255 |
|
|
2019
Q3 | $1.78M | Buy |
+50,000
| New | +$1.74M | ﹤0.01% | 3621 |
|
|
2017
Q3 | – | Sell |
-7,854
| Closed | -$258K | – | 6694 |
|
|
2017
Q2 | $258K | Sell |
7,854
-11,117
| -59% | -$359K | ﹤0.01% | 5624 |
|
|
2017
Q1 | $611K | Sell |
18,971
-24,856
| -57% | -$801K | ﹤0.01% | 4831 |
|
|
2016
Q4 | $1.43M | Sell |
43,827
-12,957
| -23% | -$388K | ﹤0.01% | 4154 |
|
|
2016
Q3 | $1.61M | Sell |
56,784
-150,000
| -73% | -$4.16M | ﹤0.01% | 4004 |
|
|
2016
Q2 | $5.45M | Hold |
206,784
| – | – | ﹤0.01% | 2800 |
|
|
2016
Q1 | $5.3M | Hold |
206,784
| – | – | ﹤0.01% | 2680 |
|
|
2015
Q4 | $5.22M | Hold |
206,784
| – | – | ﹤0.01% | 2777 |
|
|
2015
Q3 | $5.07M | Buy |
206,784
+162,300
| +365% | +$4.28M | ﹤0.01% | 2879 |
|
|
2015
Q2 | $1.26M | Buy |
44,484
+7,476
| +20% | +$213K | ﹤0.01% | 4319 |
|
|
2015
Q1 | $1.04M | Buy |
+37,008
| New | +$1.01M | ﹤0.01% | 4432 |
|
|
2013
Q4 | – | Sell |
-17,766
| Closed | -$438K | – | 6668 |
|
|
2013
Q3 | $438K | Buy |
+17,766
| New | +$425K | ﹤0.01% | 5243 |
|
Other funds holding EES
KFI
SC
AWA