JP Morgan Chase’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.78M | Buy |
48,798
+4,002
| +9% | +$237K | ﹤0.01% | 3845 |
|
|
2025
Q4 | $2.55M | Sell |
44,796
-119
| -0.3% | -$6.65K | ﹤0.01% | 3896 |
|
|
2025
Q3 | $2.51M | Buy |
44,915
+835
| +2% | +$45.2K | ﹤0.01% | 3907 |
|
|
2025
Q2 | $2.25M | Sell |
44,080
-8,159
| -16% | -$394K | ﹤0.01% | 3822 |
|
|
2025
Q1 | $2.55M | Buy |
52,239
+619
| +1% | +$32.6K | ﹤0.01% | 3690 |
|
|
2024
Q4 | $2.78M | Sell |
51,620
-7,680
| -13% | -$421K | ﹤0.01% | 3899 |
|
|
2024
Q3 | $3.13M | Buy |
59,300
+14,812
| +33% | +$751K | ﹤0.01% | 3608 |
|
|
2024
Q2 | $2.1M | Buy |
44,488
+13,139
| +42% | +$629K | ﹤0.01% | 3748 |
|
|
2024
Q1 | $1.57M | Sell |
31,349
-28,879
| -48% | -$1.39M | ﹤0.01% | 4035 |
|
|
2023
Q4 | $3M | Buy |
60,228
+49,090
| +441% | +$2.17M | ﹤0.01% | 3519 |
|
|
2023
Q3 | $482K | Sell |
11,138
-160
| -1% | -$7.28K | ﹤0.01% | 4506 |
|
|
2023
Q2 | $506K | Sell |
11,298
-697
| -6% | -$29.7K | ﹤0.01% | 4486 |
|
|
2023
Q1 | $518K | Buy |
11,995
+750
| +7% | +$34K | ﹤0.01% | 4474 |
|
|
2022
Q4 | $479K | Buy |
11,245
+7,798
| +226% | +$337K | ﹤0.01% | 4553 |
|
|
2022
Q3 | $135K | Sell |
3,447
-819
| -19% | -$35.7K | ﹤0.01% | 5144 |
|
|
2022
Q2 | $175K | Buy |
4,266
+604
| +16% | +$26.9K | ﹤0.01% | 5145 |
|
|
2022
Q1 | $176K | Buy |
3,662
+3,147
| +611% | +$153K | ﹤0.01% | 5255 |
|
|
2021
Q4 | $26K | Hold |
515
| – | – | ﹤0.01% | 6144 |
|
|
2021
Q3 | $25K | Sell |
515
-75
| -13% | -$3.63K | ﹤0.01% | 5998 |
|
|
2021
Q2 | $29K | Buy |
590
+75
| +15% | +$3.68K | ﹤0.01% | 5867 |
|
|
2021
Q1 | $24K | Hold |
515
| – | – | ﹤0.01% | 5674 |
|
|
2020
Q4 | $20K | Hold |
515
| – | – | ﹤0.01% | 5300 |
|
|
2020
Q3 | $15K | Sell |
515
-2,383
| -82% | -$71.9K | ﹤0.01% | 5196 |
|
|
2020
Q2 | $82K | Buy |
2,898
+883
| +44% | +$23K | ﹤0.01% | 4650 |
|
|
2020
Q1 | $45K | Buy |
2,015
+515
| +34% | +$16.6K | ﹤0.01% | 4754 |
|
|
2019
Q4 | $58K | Hold |
1,500
| – | – | ﹤0.01% | 5076 |
|
|
2019
Q3 | $53K | Hold |
1,500
| – | – | ﹤0.01% | 5152 |
|
|
2019
Q2 | $53K | Hold |
1,500
| – | – | ﹤0.01% | 5144 |
|
|
2019
Q1 | $54K | Hold |
1,500
| – | – | ﹤0.01% | 5100 |
|
|
2018
Q4 | $48K | Buy |
+1,500
| New | +$53.5K | ﹤0.01% | 5089 |
|
|
2016
Q1 | – | Sell |
-17,550
| Closed | -$443K | – | 4729 |
|
|
2015
Q4 | $443K | Sell |
17,550
-306
| -2% | -$7.97K | ﹤0.01% | 3434 |
|
|
2015
Q3 | $437K | Buy |
17,856
+264
| +2% | +$6.97K | ﹤0.01% | 3462 |
|
|
2015
Q2 | $497K | Buy |
17,592
+798
| +5% | +$22.7K | ﹤0.01% | 3560 |
|
|
2015
Q1 | $473K | Buy |
16,794
+831
| +5% | +$22.6K | ﹤0.01% | 3553 |
|
|
2014
Q4 | $440K | Sell |
15,963
-8,217
| -34% | -$218K | ﹤0.01% | 3721 |
|
|
2014
Q3 | $613K | Buy |
24,180
+2,448
| +11% | +$65.3K | ﹤0.01% | 3569 |
|
|
2014
Q2 | $599K | Buy |
21,732
+180
| +0.8% | +$4.81K | ﹤0.01% | 3053 |
|
|
2014
Q1 | $586K | Buy |
21,552
+234
| +1% | +$6.23K | ﹤0.01% | 3079 |
|
|
2013
Q4 | $580K | Buy |
21,318
+7,626
| +56% | +$197K | ﹤0.01% | 3414 |
|
|
2013
Q3 | $338K | Sell |
13,692
-2,751
| -17% | -$65.8K | ﹤0.01% | 3817 |
|
|
2013
Q2 | $366K | Buy |
+16,443
| New | +$355K | ﹤0.01% | 3737 |
|
Other funds holding EES
KFI
SC
AWA