Laurel Wealth Advisors (North Carolina)’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 | $4.21M | Buy |
214,542
+210,332
| +4,996% | +$4.13M | 0.06% | 144 |
|
|
2025
Q1 | $206K | Buy |
4,210
+210
| +5% | +$10.3K | 0.03% | 180 |
|
|
2024
Q4 | $216K | Sell |
4,000
-100
| -2% | -$5.39K | 0.03% | 175 |
|
|
2024
Q3 | $216K | Buy |
4,100
+590
| +17% | +$31.1K | 0.03% | 172 |
|
|
2024
Q2 | $165K | Buy |
3,510
+45
| +1% | +$2.12K | 0.03% | 183 |
|
|
2024
Q1 | $174K | Buy |
3,465
+170
| +5% | +$8.52K | 0.03% | 188 |
|
|
2023
Q4 | $164K | Buy |
3,295
+310
| +10% | +$15.4K | 0.03% | 182 |
|
|
2023
Q3 | $129K | Buy |
2,985
+410
| +16% | +$17.7K | 0.03% | 198 |
|
|
2023
Q2 | $115K | Buy |
2,575
+350
| +16% | +$15.7K | 0.02% | 211 |
|
|
2023
Q1 | $96.2K | Buy |
2,225
+55
| +3% | +$2.38K | 0.02% | 227 |
|
|
2022
Q4 | $92.4K | Buy |
2,170
+900
| +71% | +$38.3K | 0.02% | 211 |
|
|
2022
Q3 | $50K | Buy |
1,270
+135
| +12% | +$5.32K | 0.01% | 250 |
|
|
2022
Q2 | $47K | Buy |
1,135
+125
| +12% | +$5.18K | 0.01% | 260 |
|
|
2022
Q1 | $48K | Sell |
1,010
-300
| -23% | -$14.3K | 0.01% | 276 |
|
|
2021
Q4 | $67K | Sell |
1,310
-51
| -4% | -$2.61K | 0.01% | 249 |
|
|
2021
Q3 | $66K | Hold |
1,361
| – | – | 0.01% | 249 |
|
|
2021
Q2 | $67K | Sell |
1,361
-100
| -7% | -$4.92K | 0.01% | 251 |
|
|
2021
Q1 | $69K | Sell |
1,461
-50
| -3% | -$2.36K | 0.02% | 237 |
|
|
2020
Q4 | $59K | Sell |
1,511
-370
| -20% | -$14.4K | 0.02% | 245 |
|
|
2020
Q3 | $56K | Sell |
1,881
-598
| -24% | -$17.8K | 0.02% | 230 |
|
|
2020
Q2 | $70K | Buy |
2,479
+424
| +21% | +$12K | 0.02% | 205 |
|
|
2020
Q1 | $46K | Buy |
2,055
+1,030
| +100% | +$23.1K | 0.02% | 228 |
|
|
2019
Q4 | $39K | Buy |
1,025
+700
| +215% | +$26.6K | 0.01% | 266 |
|
|
2019
Q3 | $12K | Buy |
+325
| New | +$12K | ﹤0.01% | 361 |
|