Laurel Wealth Advisors (North Carolina)’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 | $4.21M | Buy |
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|
2025
Q1 | $206K | Buy |
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|
2024
Q4 | $216K | Sell |
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|
2024
Q3 | $216K | Buy |
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|
2024
Q2 | $165K | Buy |
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|
2024
Q1 | $174K | Buy |
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|
2023
Q4 | $164K | Buy |
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|
2023
Q3 | $129K | Buy |
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|
2023
Q2 | $115K | Buy |
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|
2023
Q1 | $96.2K | Buy |
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|
2022
Q4 | $92.4K | Buy |
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|
2022
Q3 | $50K | Buy |
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|
2022
Q2 | $47K | Buy |
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|
2022
Q1 | $48K | Sell |
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|
2021
Q4 | $67K | Sell |
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|
2021
Q3 | $66K | Hold |
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|
2021
Q2 | $67K | Sell |
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|
2021
Q1 | $69K | Sell |
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|
2020
Q4 | $59K | Sell |
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|
2020
Q3 | $56K | Sell |
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|
2020
Q2 | $70K | Buy |
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|
2020
Q1 | $46K | Buy |
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|
2019
Q4 | $39K | Buy |
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|
2019
Q3 | $12K | Buy |
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