Invenio Wealth Partners’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
Sell
2025
Q1
$5.5M Buy
2024
Q4
$5.82M Sell
2024
Q3
$6.21M Sell
2024
Q2
$5.72M Buy
2024
Q1
$5.78M Buy
2023
Q4
$2.13M Buy
2023
Q3
$1.25M Buy