Legacy Financial Group (Iowa)’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,578
| Closed | -$112K | – | 164 |
|
|
2023
Q3 | $112K | Buy |
+2,578
| New | +$112K | 0.03% | 123 |
|
|
2021
Q4 | – | Sell |
-11,889
| Closed | -$575K | – | 40 |
|
|
2021
Q3 | $575K | Sell |
11,889
-3,420
| -22% | -$165K | 0.17% | 48 |
|
|
2021
Q2 | $756K | Sell |
15,309
-7,960
| -34% | -$393K | 0.23% | 47 |
|
|
2021
Q1 | $1.1M | Sell |
23,269
-29,522
| -56% | -$1.4M | 0.38% | 37 |
|
|
2020
Q4 | $2.06M | Buy |
+52,791
| New | +$2.06M | 0.79% | 30 |
|