Meristem Family Wealth’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
Q1 | $371K | Hold |
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|
2021
Q4 | $397K | Hold |
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|
2021
Q3 | $373K | Hold |
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|
2021
Q2 | $382K | Hold |
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|
2021
Q1 | $366K | Hold |
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|
2020
Q4 | $301K | Hold |
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|
2020
Q3 | $231K | Hold |
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|
2020
Q2 | $219K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $297K | Hold |
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|
2019
Q3 | $275K | Hold |
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|
2019
Q2 | $277K | Hold |
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|
2019
Q1 | $279K | Hold |
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|
2018
Q4 | $248K | Hold |
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|
2018
Q3 | $308K | Hold |
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|
2018
Q2 | $299K | Buy |
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