Herbst Group’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
Q2 | $1.52M | Sell |
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|
2025
Q1 | $1.49M | Buy |
|
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|
2024
Q4 | $1.64M | Sell |
|
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|
2024
Q3 | $1.69M | Sell |
|
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|
2024
Q2 | $1.57M | Sell |
|
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|
2024
Q1 | $1.72M | Sell |
|
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|
2023
Q4 | $1.71M | Sell |
|
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|
2023
Q3 | $1.83M | Buy |
|
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|
2023
Q2 | $1.88M | Sell |
|
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|
2023
Q1 | $1.86M | Sell |
|
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|
2022
Q4 | $1.84M | Sell |
|
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|
2022
Q3 | $1.7M | Hold |
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|
2022
Q2 | $1.81M | Sell |
|
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|
2022
Q1 | $2.1M | Sell |
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|
2021
Q4 | $2.4M | Buy |
|