LBMC Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
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|
2017
Q2 | $737K | Buy |
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|
2017
Q1 | $720K | Buy |
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|
2016
Q4 | $726K | Sell |
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|
2016
Q3 | $889K | Hold |
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|
2016
Q2 | $827K | Sell |
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|
2016
Q1 | $824K | Buy |
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|
2015
Q4 | $810K | Buy |
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|
2015
Q3 | $782K | Buy |
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|
2015
Q2 | $898K | Buy |
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|
2015
Q1 | $894K | Hold |
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|
2014
Q4 | $875K | Hold |
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|
2014
Q3 | $805K | Hold |
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|
2014
Q2 | $874K | Buy |
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|
2014
Q1 | $603K | Hold |
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|
2013
Q4 | $604K | Buy |
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|
2013
Q3 | $526K | Hold |
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|
2013
Q2 | $475K | Buy |
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