JIC
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Joel Isaacson & Co’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Joel Isaacson & Co’s Portfolio EES Stock Details EES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,965
Closed -$214K – 406
2024
Q4 		$214K Sell
3,965
-75
-2% -$4.05K 0.01% 357
2024
Q3 		$213K Buy
+4,040
New +$213K 0.01% 343