Indiana Trust & Investment Management’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 | $109K | Hold |
2,143
| – | – | 0.04% | 221 |
|
|
2025
Q1 | $105K | Hold |
2,143
| – | – | 0.04% | 223 |
|
|
2024
Q4 | $116K | Hold |
2,143
| – | – | 0.04% | 212 |
|
|
2024
Q3 | $113K | Hold |
2,143
| – | – | 0.04% | 220 |
|
|
2024
Q2 | $101K | Hold |
2,143
| – | – | 0.04% | 222 |
|
|
2024
Q1 | $107K | Hold |
2,143
| – | – | 0.04% | 213 |
|
|
2023
Q4 | $107K | Hold |
2,143
| – | – | 0.05% | 201 |
|
|
2023
Q3 | $92.7K | Buy |
+2,143
| New | +$92.7K | 0.05% | 206 |
|