LVM Capital Management’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
Q3 | $232K | Sell |
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|
2025
Q2 | $220K | Sell |
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|
2025
Q1 | $213K | Buy |
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|
2024
Q4 | $229K | Sell |
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|
2024
Q3 | $203K | Hold |
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|
2024
Q2 | $203K | Sell |
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|
2024
Q1 | $219K | Sell |
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|
2023
Q4 | $223K | Sell |
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|
2023
Q3 | $201K | Hold |
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|
2023
Q2 | $208K | Sell |
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|
2023
Q1 | $206K | Hold |
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|
2022
Q4 | $203K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $242K | Hold |
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|
2022
Q1 | $283K | Sell |
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|
2021
Q4 | $322K | Sell |
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|
2021
Q3 | $312K | Sell |
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|
2021
Q2 | $344K | Sell |
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|
2021
Q1 | $336K | Sell |
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|
2020
Q4 | $305K | Buy |
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|
2020
Q3 | $231K | Hold |
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|
2020
Q2 | $220K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $304K | Sell |
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|
2019
Q3 | $282K | Buy |
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|
2019
Q2 | $281K | Buy |
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|
2019
Q1 | $273K | Sell |
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|
2018
Q4 | $257K | Sell |
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|
2018
Q3 | $327K | Buy |
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|
2018
Q2 | $310K | Hold |
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|
2018
Q1 | $286K | Sell |
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|
2017
Q4 | $291K | Sell |
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|
2017
Q3 | $286K | Sell |
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|
2017
Q2 | $276K | Sell |
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|
2017
Q1 | $284K | Sell |
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|
2016
Q4 | $306K | Sell |
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|
2016
Q3 | $269K | Sell |
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|
2016
Q2 | $283K | Sell |
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|
2016
Q1 | $285K | Sell |
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|
2015
Q4 | $294K | Sell |
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|
2015
Q3 | $536K | Buy |
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|
2015
Q2 | $578K | Buy |
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|
2015
Q1 | $521K | Buy |
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|
2014
Q4 | $321K | Buy |
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|
2014
Q3 | $272K | Buy |
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|
2014
Q2 | $269K | Buy |
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|
2014
Q1 | $237K | Buy |
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