IFP Advisors’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 | $31.8K | Hold |
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|
2025
Q1 | $30.5K | Buy |
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|
2024
Q4 | $30.9K | Hold |
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|
2024
Q3 | $30.2K | Hold |
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|
2024
Q2 | $27K | Hold |
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|
2024
Q1 | $28.7K | Sell |
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|
2023
Q4 | $32.2K | Sell |
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|
2023
Q3 | $64.4K | Buy |
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|
2023
Q2 | $58.1K | Sell |
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|
2023
Q1 | $71.3K | Sell |
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|
2022
Q4 | $2.42M | Sell |
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|
2022
Q3 | $2.42M | Buy |
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|
2022
Q2 | $2.36M | Hold |
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|
2022
Q1 | $2.36M | Buy |
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|
2021
Q4 | $100K | Sell |
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|
2021
Q3 | $124K | Buy |
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|
2021
Q2 | $122K | Sell |
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|
2021
Q1 | $120K | Buy |
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|
2020
Q4 | $90K | Buy |
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|
2020
Q3 | $61K | Buy |
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|
2020
Q2 | $47K | Sell |
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|
2020
Q1 | $44K | Buy |
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|
2019
Q4 | $75K | Sell |
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|
2019
Q3 | $158K | Buy |
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|
2019
Q1 | $23K | Sell |
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|
2018
Q4 | $135K | Sell |
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|
2018
Q3 | $248K | Sell |
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|
2018
Q2 | $264K | Buy |
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|
2018
Q1 | $212K | Hold |
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|
2017
Q4 | $212K | Buy |
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|
2017
Q3 | $130K | Sell |
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|
2017
Q2 | $149K | Sell |
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|
2017
Q1 | $929K | Buy |
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|
2016
Q4 | $880K | Buy |
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|
2016
Q3 | $738K | Sell |
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|
2016
Q2 | $703K | Buy |
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|
2016
Q1 | $23K | Sell |
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|
2015
Q4 | $671K | Buy |
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