HFA
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Huber Financial Advisors’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Huber Financial Advisors’s Portfolio EES Stock Details EES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		$12.5M Buy
557,723
+161,265
+41% +$3.6M 4.67% 5
2019
Q4 		$15.2M Buy
396,458
+34,735
+10% +$1.34M 5.29% 5
2019
Q3 		$12.9M Buy
361,723
+81,389
+29% +$2.9M 5.03% 5
2019
Q2 		$10.1M Buy
280,334
+240,476
+603% +$8.63M 4.37% 5
2019
Q1 		$1.44M Buy
+39,858
New +$1.44M 0.7% 19