Howard Wealth Management’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 | $1.07M | Sell |
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|
2025
Q2 | $981K | Hold |
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|
2025
Q1 | $940K | Hold |
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|
2024
Q4 | $1.04M | Hold |
|
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|
2024
Q3 | $1.02M | Sell |
|
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|
2024
Q2 | $926K | Hold |
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|
2024
Q1 | $985K | Hold |
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|
2023
Q4 | $979K | Hold |
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|
2023
Q3 | $850K | Sell |
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|
2023
Q2 | $881K | Sell |
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|
2023
Q1 | $854K | Sell |
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|
2022
Q4 | $874K | Hold |
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|
2022
Q3 | $803K | Sell |
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|
2022
Q2 | $893K | Hold |
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|
2022
Q1 | $1.04M | Buy |
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|
2021
Q4 | $1.11M | Sell |
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|
2021
Q3 | $1.06M | Hold |
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|
2021
Q2 | $1.08M | Sell |
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|
2021
Q1 | $1.04M | Sell |
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|
2020
Q4 | $901K | Sell |
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|
2020
Q3 | $981K | Sell |
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|
2020
Q2 | $947K | Sell |
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|
2020
Q1 | $1.04M | Sell |
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|
2019
Q4 | $2.08M | Buy |
|