Graves Light Lenhart Wealth’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
Q1 | – | Sell |
-3,900
| Closed | -$210K | – | 188 |
|
|
2024
Q4 | $210K | Hold |
3,900
| – | – | 0.03% | 173 |
|
|
2024
Q3 | $206K | Buy |
+3,900
| New | +$206K | 0.03% | 180 |
|
|
2022
Q3 | – | Sell |
-3,900
| Closed | -$160K | – | 294 |
|
|
2022
Q2 | $160K | Hold |
3,900
| – | – | 0.02% | 185 |
|
|
2022
Q1 | $187K | Hold |
3,900
| – | – | 0.03% | 182 |
|
|
2021
Q4 | $200K | Hold |
3,900
| – | – | 0.03% | 191 |
|
|
2021
Q3 | $188K | Hold |
3,900
| – | – | 0.03% | 182 |
|
|
2021
Q2 | $193K | Hold |
3,900
| – | – | 0.03% | 181 |
|
|
2021
Q1 | $185K | Hold |
3,900
| – | – | 0.03% | 187 |
|
|
2020
Q4 | $152K | Buy |
+3,900
| New | +$152K | 0.03% | 198 |
|