Marietta Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-99,032
| Closed | -$3.81M | – | 114 |
|
|
2019
Q4 | $3.81M | Buy |
99,032
+640
| +0.7% | +$24.6K | 1.26% | 31 |
|
|
2019
Q3 | $3.5M | Buy |
98,392
+36,618
| +59% | +$1.3M | 1.28% | 31 |
|
|
2019
Q2 | $2.22M | Buy |
61,774
+5,087
| +9% | +$182K | 0.86% | 57 |
|
|
2019
Q1 | $2.05M | Buy |
56,687
+395
| +0.7% | +$14.3K | 0.84% | 57 |
|
|
2018
Q4 | $1.8M | Sell |
56,292
-14,412
| -20% | -$462K | 0.86% | 51 |
|
|
2018
Q3 | $2.82M | Sell |
70,704
-1,520
| -2% | -$60.6K | 1.24% | 27 |
|
|
2018
Q2 | $2.79M | Buy |
72,224
+7,005
| +11% | +$271K | 1.36% | 26 |
|
|
2018
Q1 | $2.33M | Buy |
+65,219
| New | +$2.33M | 1.22% | 30 |
|