Kathleen S. Wright Associates’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 | $7.49M | Sell |
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|
2025
Q2 | $6.86M | Sell |
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|
2025
Q1 | $6.69M | Sell |
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|
2024
Q4 | $7.41M | Sell |
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|
2024
Q3 | $7.38M | Sell |
|
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|
2024
Q2 | $6.64M | Buy |
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|
2024
Q1 | $7.02M | Sell |
|
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|
2023
Q4 | $7.17M | Sell |
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|
2023
Q3 | $6.96M | Sell |
|
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|
2023
Q2 | $7.39M | Sell |
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|
2023
Q1 | $8.08M | Sell |
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|
2022
Q4 | $8.2M | Buy |
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|
2022
Q3 | $7.02M | Buy |
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|
2022
Q2 | $7.16M | Sell |
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|
2022
Q1 | $8.55M | Buy |
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|
2021
Q4 | $9.11M | Buy |
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