KWM
Kingsview Wealth Management’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $266K | Sell |
5,210
-60
| -1% | -$3.06K | ﹤0.01% | 987 |
|
|
2025
Q1 | $257K | Sell |
5,270
-63
| -1% | -$3.08K | ﹤0.01% | 944 |
|
|
2024
Q4 | $288K | Sell |
5,333
-20
| -0.4% | -$1.08K | 0.01% | 917 |
|
|
2024
Q3 | $282K | Sell |
5,353
-46
| -0.9% | -$2.43K | 0.01% | 907 |
|
|
2024
Q2 | $254K | Sell |
5,399
-350
| -6% | -$16.5K | 0.01% | 899 |
|
|
2024
Q1 | $288K | Sell |
5,749
-481
| -8% | -$24.1K | 0.01% | 830 |
|
|
2023
Q4 | $310K | Sell |
6,230
-225
| -3% | -$11.2K | 0.01% | 754 |
|
|
2023
Q3 | $279K | Hold |
6,455
| – | – | 0.01% | 776 |
|
|
2023
Q2 | $289K | Sell |
6,455
-100
| -2% | -$4.48K | 0.01% | 750 |
|
|
2023
Q1 | $283K | Hold |
6,555
| – | – | 0.01% | 727 |
|
|
2022
Q4 | $279K | Hold |
6,555
| – | – | 0.01% | 694 |
|
|
2022
Q3 | $257K | Sell |
6,555
-150
| -2% | -$5.88K | 0.01% | 680 |
|
|
2022
Q2 | $276K | Sell |
6,705
-52
| -0.8% | -$2.14K | 0.01% | 684 |
|
|
2022
Q1 | $324K | Sell |
6,757
-147
| -2% | -$7.05K | 0.01% | 678 |
|
|
2021
Q4 | $355K | Sell |
6,904
-140
| -2% | -$7.2K | 0.01% | 660 |
|
|
2021
Q3 | $340K | Buy |
7,044
+68
| +1% | +$3.28K | 0.02% | 652 |
|
|
2021
Q2 | $348K | Buy |
6,976
+2,764
| +66% | +$138K | 0.02% | 659 |
|
|
2021
Q1 | $202K | Buy |
+4,212
| New | +$202K | 0.01% | 769 |
|