Kingsview Wealth Management’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
Q2 | $266K | Sell |
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|
2025
Q1 | $257K | Sell |
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|
2024
Q4 | $288K | Sell |
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|
2024
Q3 | $282K | Sell |
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|
2024
Q2 | $254K | Sell |
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|
2024
Q1 | $288K | Sell |
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|
2023
Q4 | $310K | Sell |
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|
2023
Q3 | $279K | Hold |
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|
2023
Q2 | $289K | Sell |
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|
2023
Q1 | $283K | Hold |
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|
2022
Q4 | $279K | Hold |
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|
2022
Q3 | $257K | Sell |
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|
2022
Q2 | $276K | Sell |
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|
2022
Q1 | $324K | Sell |
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|
2021
Q4 | $355K | Sell |
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|
2021
Q3 | $340K | Buy |
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|
2021
Q2 | $348K | Buy |
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|
2021
Q1 | $202K | Buy |
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