Kestra Advisory Services’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 | $1.4M | Buy |
|
|||||
|
2025
Q2 | $1.04M | Buy |
|
|||||
|
2025
Q1 | $922K | Sell |
|
|||||
|
2024
Q4 | $1.17M | Buy |
|
|||||
|
2024
Q3 | $955K | Sell |
|
|||||
|
2024
Q2 | $981K | Sell |
|
|||||
|
2024
Q1 | $1.06M | Buy |
|
|||||
|
2023
Q4 | $966K | Sell |
|
|||||
|
2023
Q3 | $902K | Buy |
|
|||||
|
2023
Q2 | $502K | Sell |
|
|||||
|
2023
Q1 | $551K | Sell |
|
|||||
|
2022
Q4 | $21M | Buy |
|
|||||
|
2022
Q3 | $18.8M | Buy |
|
|||||
|
2022
Q2 | $1.01M | Sell |
|
|||||
|
2022
Q1 | $1.21M | Sell |
|
|||||
|
2021
Q4 | $2.15M | Buy |
|
|||||
|
2021
Q3 | $1.18M | Buy |
|
|||||
|
2021
Q2 | $949K | Buy |
|
|||||
|
2021
Q1 | $339K | Buy |
|
|||||
|
2020
Q4 | $246K | Buy |
|