Lincoln National Corp’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 | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-10,455
| Closed | -$404K | – | 492 |
|
2018
Q2 | $404K | Buy |
10,455
+522
| +5% | +$20.2K | 0.01% | 305 |
|
2018
Q1 | $355K | Sell |
9,933
-9,790
| -50% | -$350K | 0.01% | 330 |
|
2017
Q4 | $714K | Buy |
19,723
+11,925
| +153% | +$432K | 0.02% | 293 |
|
2017
Q3 | $273K | Buy |
7,798
+628
| +9% | +$22K | 0.01% | 336 |
|
2017
Q2 | $235K | Buy |
7,170
+474
| +7% | +$15.5K | 0.01% | 308 |
|
2017
Q1 | $216K | Buy |
+6,696
| New | +$216K | 0.01% | 302 |
|