Janney Montgomery Scott’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
Q3 | $269K | Hold |
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|
2025
Q2 | $245K | Hold |
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|
2025
Q1 | $235K | Sell |
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|
2024
Q4 | $263K | Sell |
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|
2024
Q3 | $261K | Sell |
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|
2024
Q2 | $242K | Sell |
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|
2024
Q1 | $263K | Sell |
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|
2023
Q4 | $262K | Sell |
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|
2023
Q3 | $265K | Sell |
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|
2023
Q2 | $275K | Buy |
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|
2023
Q1 | $226K | Hold |
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|
2022
Q4 | $222K | Hold |
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|
2022
Q3 | $205K | Sell |
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|
2022
Q2 | $235K | Sell |
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|
2022
Q1 | $7.88M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $2.64M | Buy |
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|
2020
Q1 | $541K | Buy |
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