Howard Bailey Securities’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
$2.49M Sell
48,781
-257
-0.5% -$13.1K 0.95% 30
2025
Q1
$2.4M Sell
49,038
-24,604
-33% -$1.2M 0.97% 32
2024
Q4
$3.97M Sell
73,642
-1,004
-1% -$54.2K 1.47% 22
2024
Q3
$3.94M Buy
+74,646
New +$3.94M 1.49% 21