IA
Insight Advisors’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Buy |
40,118
+1,765
| +5% | +$89.9K | 0.33% | 50 |
|
|
2025
Q1 | $1.87M | Buy |
38,353
+1,661
| +5% | +$81.1K | 0.33% | 49 |
|
|
2024
Q4 | $1.97M | Buy |
36,692
+538
| +1% | +$28.9K | 0.33% | 49 |
|
|
2024
Q3 | $1.91M | Sell |
36,154
-1,535
| -4% | -$81K | 0.33% | 49 |
|
|
2024
Q2 | $1.78M | Buy |
37,689
+6,563
| +21% | +$309K | 0.32% | 53 |
|
|
2024
Q1 | $1.56M | Sell |
31,126
-680
| -2% | -$34.1K | 0.3% | 58 |
|
|
2023
Q4 | $1.58M | Sell |
31,806
-817
| -3% | -$40.7K | 0.34% | 50 |
|
|
2023
Q3 | $1.41M | Sell |
32,623
-876
| -3% | -$37.9K | 0.32% | 51 |
|
|
2023
Q2 | $1.5M | Buy |
33,499
+9,400
| +39% | +$421K | 0.34% | 46 |
|
|
2023
Q1 | $1.04M | Buy |
24,099
+7,364
| +44% | +$318K | 0.24% | 66 |
|
|
2022
Q4 | $714K | Buy |
+16,735
| New | +$714K | 0.25% | 103 |
|
|
2021
Q2 | – | Sell |
-4,610
| Closed | -$222K | – | 317 |
|
|
2021
Q1 | $222K | Buy |
+4,610
| New | +$222K | 0.07% | 300 |
|