Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio EES Stock Details EES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
2023
Q3 		$112K Buy
2021
Q4 		– Sell
2021
Q3 		$575K Sell
2021
Q2 		$756K Sell
2021
Q1 		$1.1M Sell
2020
Q4 		$2.06M Buy