IFP Advisors’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 | $31.8K | Hold |
624
| – | – | ﹤0.01% | 2284 |
|
|
2025
Q1 | $30.5K | Buy |
624
+51
| +9% | +$2.49K | ﹤0.01% | 2109 |
|
|
2024
Q4 | $30.9K | Hold |
573
| – | – | ﹤0.01% | 2058 |
|
|
2024
Q3 | $30.2K | Hold |
573
| – | – | ﹤0.01% | 1959 |
|
|
2024
Q2 | $27K | Hold |
573
| – | – | ﹤0.01% | 1942 |
|
|
2024
Q1 | $28.7K | Sell |
573
-74
| -11% | -$3.71K | ﹤0.01% | 1812 |
|
|
2023
Q4 | $32.2K | Sell |
647
-841
| -57% | -$41.9K | ﹤0.01% | 1727 |
|
|
2023
Q3 | $64.4K | Buy |
1,488
+191
| +15% | +$8.27K | ﹤0.01% | 1453 |
|
|
2023
Q2 | $58.1K | Sell |
1,297
-559
| -30% | -$25.1K | ﹤0.01% | 1544 |
|
|
2023
Q1 | $71.3K | Sell |
1,856
-60,560
| -97% | -$2.32M | ﹤0.01% | 1410 |
|
|
2022
Q4 | $2.42M | Sell |
62,416
-227
| -0.4% | -$8.79K | 0.06% | 330 |
|
|
2022
Q3 | $2.42M | Buy |
62,643
+1,597
| +3% | +$61.8K | 0.06% | 334 |
|
|
2022
Q2 | $2.36M | Hold |
61,046
| – | – | 0.08% | 309 |
|
|
2022
Q1 | $2.36M | Buy |
61,046
+59,124
| +3,076% | +$2.29M | 0.08% | 309 |
|
|
2021
Q4 | $100K | Sell |
1,922
-612
| -24% | -$31.8K | ﹤0.01% | 1244 |
|
|
2021
Q3 | $124K | Buy |
2,534
+41
| +2% | +$2.01K | ﹤0.01% | 1158 |
|
|
2021
Q2 | $122K | Sell |
2,493
-29
| -1% | -$1.42K | ﹤0.01% | 1146 |
|
|
2021
Q1 | $120K | Buy |
2,522
+209
| +9% | +$9.94K | ﹤0.01% | 1084 |
|
|
2020
Q4 | $90K | Buy |
2,313
+313
| +16% | +$12.2K | ﹤0.01% | 1182 |
|
|
2020
Q3 | $61K | Buy |
2,000
+323
| +19% | +$9.85K | ﹤0.01% | 1215 |
|
|
2020
Q2 | $47K | Sell |
1,677
-293
| -15% | -$8.21K | ﹤0.01% | 1242 |
|
|
2020
Q1 | $44K | Buy |
1,970
+2
| +0.1% | +$45 | ﹤0.01% | 1173 |
|
|
2019
Q4 | $75K | Sell |
1,968
-2,480
| -56% | -$94.5K | 0.01% | 1084 |
|
|
2019
Q3 | $158K | Buy |
+4,448
| New | +$158K | 0.01% | 853 |
|
|
2019
Q1 | $23K | Sell |
638
-3,596
| -85% | -$130K | ﹤0.01% | 1283 |
|
|
2018
Q4 | $135K | Sell |
4,234
-1,985
| -32% | -$63.3K | 0.01% | 1033 |
|
|
2018
Q3 | $248K | Sell |
6,219
-595
| -9% | -$23.7K | 0.01% | 963 |
|
|
2018
Q2 | $264K | Buy |
6,814
+957
| +16% | +$37.1K | 0.01% | 923 |
|
|
2018
Q1 | $212K | Hold |
5,857
| – | – | 0.01% | 967 |
|
|
2017
Q4 | $212K | Buy |
5,857
+2,147
| +58% | +$77.7K | 0.01% | 965 |
|
|
2017
Q3 | $130K | Sell |
3,710
-816
| -18% | -$28.6K | 0.01% | 1388 |
|
|
2017
Q2 | $149K | Sell |
4,526
-24,302
| -84% | -$800K | 0.01% | 1288 |
|
|
2017
Q1 | $929K | Buy |
28,828
+1,774
| +7% | +$57.2K | 0.04% | 440 |
|
|
2016
Q4 | $880K | Buy |
27,054
+981
| +4% | +$31.9K | 0.04% | 420 |
|
|
2016
Q3 | $738K | Sell |
26,073
-618
| -2% | -$17.5K | 0.04% | 445 |
|
|
2016
Q2 | $703K | Buy |
26,691
+24,777
| +1,295% | +$653K | 0.04% | 440 |
|
|
2016
Q1 | $23K | Sell |
1,914
-24,636
| -93% | -$296K | ﹤0.01% | 1283 |
|
|
2015
Q4 | $671K | Buy |
+26,550
| New | +$671K | 0.05% | 402 |
|