Kelman-Lazarov Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
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|
2021
Q1 | $256K | Sell |
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|
2020
Q4 | $223K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $246K | Sell |
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|
2020
Q1 | $388K | Sell |
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|
2019
Q4 | $2.1M | Sell |
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|
2019
Q3 | $2.2M | Sell |
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|
2019
Q2 | $2.29M | Sell |
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|
2019
Q1 | $2.44M | Sell |
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|
2018
Q4 | $2.28M | Sell |
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|
2018
Q3 | $2.9M | Sell |
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|
2018
Q2 | $3.01M | Sell |
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|
2018
Q1 | $2.8M | Sell |
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|
2017
Q4 | $2.88M | Sell |
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|
2017
Q3 | $2.8M | Buy |
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|
2017
Q2 | $2.51M | Buy |
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|
2017
Q1 | $2.32M | Buy |
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|
2016
Q4 | $2.33M | Buy |
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|
2016
Q3 | $1.91M | Buy |
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|
2016
Q2 | $1.63M | Buy |
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|
2016
Q1 | $1.33M | Buy |
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