Mariner Independent Advisor Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $641K | Sell |
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|
2022
Q1 | $775K | Buy |
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|
2021
Q4 | $834K | Sell |
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|
2021
Q3 | $786K | Sell |
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|
2021
Q2 | $892K | Sell |
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|
2021
Q1 | $923K | Sell |
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|
2020
Q4 | $787K | Buy |
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|
2020
Q3 | $602K | Sell |
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|
2020
Q2 | $582K | Sell |
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|
2020
Q1 | $439K | Sell |
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|
2019
Q4 | $817K | Sell |
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|
2019
Q3 | $786K | Buy |
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|
2019
Q2 | $802K | Buy |
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|
2019
Q1 | $712K | Sell |
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|
2018
Q4 | $685K | Sell |
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|
2018
Q3 | $2.23M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $1.54M | Buy |
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|
2017
Q4 | $1.5M | Buy |
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