Horizons 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 | $42.4K | Hold |
832
| – | – | 0.03% | 104 |
|
|
2025
Q1 | $40.6K | Hold |
832
| – | – | 0.03% | 104 |
|
|
2024
Q4 | $44.9K | Hold |
832
| – | – | 0.03% | 94 |
|
|
2024
Q3 | $43.9K | Hold |
832
| – | – | 0.03% | 104 |
|
|
2024
Q2 | $42.3K | Hold |
832
| – | – | 0.03% | 103 |
|
|
2024
Q1 | $41.5K | Hold |
832
| – | – | 0.03% | 103 |
|
|
2023
Q4 | $41.5K | Sell |
832
-170
| -17% | -$8.47K | 0.03% | 103 |
|
|
2023
Q3 | $43.4K | Sell |
1,002
-626
| -38% | -$27.1K | 0.03% | 97 |
|
|
2023
Q2 | $73K | Hold |
1,628
| – | – | 0.05% | 83 |
|
|
2023
Q1 | $70.4K | Hold |
1,628
| – | – | 0.05% | 76 |
|
|
2022
Q4 | $69K | Hold |
1,628
| – | – | 0.06% | 76 |
|
|
2022
Q3 | $64K | Hold |
1,628
| – | – | 0.06% | 70 |
|
|
2022
Q2 | $77K | Buy |
+1,628
| New | +$77K | 0.06% | 68 |
|