Larson Financial Group’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 | $841K | Buy |
16,507
+57
| +0.3% | +$2.91K | 0.03% | 324 |
|
|
2025
Q1 | $803K | Sell |
16,450
-257
| -2% | -$12.6K | 0.04% | 305 |
|
|
2024
Q4 | $901K | Sell |
16,707
-40
| -0.2% | -$2.16K | 0.05% | 264 |
|
|
2024
Q3 | $883K | Sell |
16,747
-25
| -0.1% | -$1.32K | 0.05% | 240 |
|
|
2024
Q2 | $790K | Buy |
+16,772
| New | +$790K | 0.05% | 215 |
|
|
2021
Q1 | – | Sell |
-460
| Closed | -$18K | – | 850 |
|
|
2020
Q4 | $18K | Buy |
+460
| New | +$18K | 0.01% | 394 |
|