KMG Fiduciary Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $527K | Buy |
10,334
+1,060
| +11% | +$54K | 0.04% | 228 |
|
|
2025
Q1 | $453K | Buy |
9,274
+120
| +1% | +$5.86K | 0.04% | 229 |
|
|
2024
Q4 | $494K | Buy |
9,154
+115
| +1% | +$6.2K | 0.04% | 215 |
|
|
2024
Q3 | $477K | Buy |
9,039
+29
| +0.3% | +$1.53K | 0.04% | 212 |
|
|
2024
Q2 | $425K | Buy |
9,010
+36
| +0.4% | +$1.7K | 0.04% | 194 |
|
|
2024
Q1 | $450K | Buy |
8,974
+26
| +0.3% | +$1.3K | 0.05% | 182 |
|
|
2023
Q4 | $446K | Buy |
8,948
+25
| +0.3% | +$1.25K | 0.05% | 181 |
|
|
2023
Q3 | $386K | Buy |
8,923
+29
| +0.3% | +$1.26K | 0.05% | 181 |
|
|
2023
Q2 | $399K | Buy |
8,894
+37
| +0.4% | +$1.66K | 0.05% | 183 |
|
|
2023
Q1 | $383K | Buy |
8,857
+101
| +1% | +$4.37K | 0.05% | 189 |
|
|
2022
Q4 | $373K | Buy |
8,756
+35
| +0.4% | +$1.49K | 0.06% | 187 |
|
|
2022
Q3 | $342K | Buy |
8,721
+29
| +0.3% | +$1.14K | 0.07% | 158 |
|
|
2022
Q2 | $357K | Buy |
8,692
+20
| +0.2% | +$821 | 0.07% | 160 |
|
|
2022
Q1 | $416K | Buy |
8,672
+14
| +0.2% | +$672 | 0.07% | 156 |
|
|
2021
Q4 | $445K | Buy |
8,658
+187
| +2% | +$9.61K | 0.07% | 145 |
|
|
2021
Q3 | $409K | Buy |
8,471
+320
| +4% | +$15.5K | 0.07% | 145 |
|
|
2021
Q2 | $403K | Buy |
8,151
+54
| +0.7% | +$2.67K | 0.07% | 147 |
|
|
2021
Q1 | $384K | Buy |
8,097
+179
| +2% | +$8.49K | 0.07% | 138 |
|
|
2020
Q4 | $310K | Buy |
7,918
+29
| +0.4% | +$1.14K | 0.07% | 139 |
|
|
2020
Q3 | $236K | Buy |
7,889
+19
| +0.2% | +$568 | 0.06% | 134 |
|
|
2020
Q2 | $223K | Buy |
+7,870
| New | +$223K | 0.06% | 124 |
|