Means Investment Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $634K | Buy |
|
|||||
|
2025
Q4 | $621K | Buy |
|
|||||
|
2025
Q3 | $608K | Sell |
|
|||||
|
2025
Q2 | $654K | Buy |
|
|||||
|
2025
Q1 | $626K | Sell |
|
|||||
|
2024
Q4 | $735K | Sell |
|
|||||
|
2024
Q3 | $721K | Sell |
|
|||||
|
2024
Q2 | $667K | Sell |
|
|||||
|
2024
Q1 | $714K | Sell |
|
|||||
|
2023
Q4 | $816K | Sell |
|
|||||
|
2023
Q3 | $772K | Sell |
|
|||||
|
2023
Q2 | $859K | Sell |
|
|||||
|
2023
Q1 | $846K | Buy |
|
|||||
|
2022
Q4 | $832K | Buy |
|
|||||
|
2022
Q3 | $760K | Buy |
|
|||||
|
2022
Q2 | $796K | Buy |
|
|||||
|
2022
Q1 | $927K | Hold |
|
|||||
|
2021
Q4 | $993K | Sell |
|
|||||
|
2021
Q3 | $934K | Buy |
|
|||||
|
2021
Q2 | $953K | Sell |
|
|||||
|
2021
Q1 | $919K | Buy |
|
|||||
|
2020
Q4 | $820K | Buy |
|
|||||
|
2020
Q3 | $570K | Sell |
|
|||||
|
2020
Q2 | $591K | Sell |
|
|||||
|
2020
Q1 | $557K | Sell |
|
|||||
|
2019
Q4 | $943K | Buy |
|
|||||
|
2019
Q3 | $917K | Buy |
|
|||||
|
2019
Q2 | $863K | Buy |
|
|||||
|
2019
Q1 | $872K | Sell |
|
|||||
|
2018
Q4 | $776K | Buy |
|