Graves Light Lenhart Wealth’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 | $218K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $210K | Hold |
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|
2024
Q3 | $206K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $160K | Hold |
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|
2022
Q1 | $187K | Hold |
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|
2021
Q4 | $200K | Hold |
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|
2021
Q3 | $188K | Hold |
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|
2021
Q2 | $193K | Hold |
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|
2021
Q1 | $185K | Hold |
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|
2020
Q4 | $152K | Buy |
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