Kings Point Capital Management’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
$46K Hold
960
﹤0.01% 346
2021
Q4
$49K Hold
960
﹤0.01% 376
2021
Q3
$46K Hold
960
﹤0.01% 360
2021
Q2
$47K Hold
960
﹤0.01% 342
2021
Q1
$45K Hold
960
﹤0.01% 332
2020
Q4
$37K Hold
960
﹤0.01% 349
2020
Q3
$29K Hold
960
﹤0.01% 366
2020
Q2
$27K Hold
960
﹤0.01% 340
2020
Q1
$21K Sell
960
-1,095
-53% -$24K ﹤0.01% 356
2019
Q4
$79K Hold
2,055
0.01% 254
2019
Q3
$73K Hold
2,055
0.01% 248
2019
Q2
$74K Hold
2,055
0.01% 217
2019
Q1
$74K Hold
2,055
0.01% 198
2018
Q4
$66K Hold
2,055
0.01% 192
2018
Q3
$82K Hold
2,055
0.02% 195
2018
Q2
$80K Hold
2,055
0.02% 195
2018
Q1
$73K Hold
2,055
0.01% 197
2017
Q4
$74K Buy
2,055
+1,095
+114% +$39.4K 0.02% 197
2017
Q3
$34K Hold
960
0.01% 252
2017
Q2
$32K Hold
960
0.01% 251
2017
Q1
$31K Hold
960
0.01% 266
2016
Q4
$31K Hold
960
0.01% 228
2016
Q3
$27K Hold
960
0.01% 231
2016
Q2
$25K Hold
960
0.01% 242
2016
Q1
$25K Hold
960
0.01% 244
2015
Q4
$24K Hold
960
0.01% 280
2015
Q3
$24K Hold
960
0.01% 293
2015
Q2
$27K Hold
960
0.01% 272
2015
Q1
$27K Hold
960
0.01% 271
2014
Q4
$26K Hold
960
0.01% 262
2014
Q3
$24K Hold
960
0.01% 234
2014
Q2
$26K Buy
+960
New +$26K 0.01% 229