MIAN
Mariner Independent Advisor Network’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-15,249
| Closed | -$641K | – | 566 |
|
|
2022
Q2 | $641K | Sell |
15,249
-860
| -5% | -$36.2K | 0.03% | 439 |
|
|
2022
Q1 | $775K | Buy |
16,109
+54
| +0.3% | +$2.6K | 0.03% | 397 |
|
|
2021
Q4 | $834K | Sell |
16,055
-199
| -1% | -$10.3K | 0.04% | 348 |
|
|
2021
Q3 | $786K | Sell |
16,254
-1,797
| -10% | -$86.9K | 0.04% | 357 |
|
|
2021
Q2 | $892K | Sell |
18,051
-1,436
| -7% | -$71K | 0.04% | 352 |
|
|
2021
Q1 | $923K | Sell |
19,487
-725
| -4% | -$34.3K | 0.05% | 312 |
|
|
2020
Q4 | $787K | Buy |
20,212
+67
| +0.3% | +$2.61K | 0.04% | 316 |
|
|
2020
Q3 | $602K | Sell |
20,145
-752
| -4% | -$22.5K | 0.05% | 254 |
|
|
2020
Q2 | $582K | Sell |
20,897
-119
| -0.6% | -$3.31K | 0.05% | 253 |
|
|
2020
Q1 | $439K | Sell |
21,016
-222
| -1% | -$4.64K | 0.04% | 291 |
|
|
2019
Q4 | $817K | Sell |
21,238
-1,252
| -6% | -$48.2K | 0.06% | 265 |
|
|
2019
Q3 | $786K | Buy |
22,490
+138
| +0.6% | +$4.82K | 0.06% | 268 |
|
|
2019
Q2 | $802K | Buy |
22,352
+2,906
| +15% | +$104K | 0.06% | 261 |
|
|
2019
Q1 | $712K | Sell |
19,446
-219
| -1% | -$8.02K | 0.06% | 264 |
|
|
2018
Q4 | $685K | Sell |
19,665
-36,318
| -65% | -$1.27M | 0.06% | 265 |
|
|
2018
Q3 | $2.23M | Buy |
+55,983
| New | +$2.23M | 0.28% | 82 |
|
|
2018
Q2 | – | Sell |
-43,130
| Closed | -$1.54M | – | 188 |
|
|
2018
Q1 | $1.54M | Buy |
43,130
+2,356
| +6% | +$84.2K | 0.09% | 172 |
|
|
2017
Q4 | $1.5M | Buy |
+40,774
| New | +$1.5M | 0.16% | 143 |
|