LAS
LWM Advisory Services’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-9,806
| Closed | -$384K | – | 98 |
|
|
2022
Q3 | $384K | Buy |
9,806
+2,151
| +28% | +$84.2K | 0.43% | 72 |
|
|
2022
Q2 | $315K | Buy |
7,655
+6
| +0.1% | +$247 | 0.38% | 78 |
|
|
2022
Q1 | $367K | Buy |
7,649
+312
| +4% | +$15K | 0.46% | 69 |
|
|
2021
Q4 | $377K | Buy |
+7,337
| New | +$377K | 0.47% | 65 |
|