Mariner’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $276K | Buy |
5,407
+324
| +6% | +$16.5K | ﹤0.01% | 2783 |
|
|
2025
Q1 | $248K | Sell |
5,083
-3,979
| -44% | -$194K | ﹤0.01% | 2807 |
|
|
2024
Q4 | $489K | Sell |
9,062
-434
| -5% | -$23.4K | ﹤0.01% | 2211 |
|
|
2024
Q3 | $501K | Buy |
9,496
+1,318
| +16% | +$69.5K | ﹤0.01% | 2122 |
|
|
2024
Q2 | $385K | Buy |
8,178
+2
| +0% | +$94 | ﹤0.01% | 2257 |
|
|
2024
Q1 | $410K | Sell |
8,176
-4,340
| -35% | -$218K | ﹤0.01% | 2192 |
|
|
2023
Q4 | $624K | Buy |
+12,516
| New | +$624K | ﹤0.01% | 1798 |
|
|
2019
Q2 | – | Sell |
-9,939
| Closed | -$359K | – | 1110 |
|
|
2019
Q1 | $359K | Buy |
+9,939
| New | +$359K | 0.01% | 756 |
|