Modera Wealth Management’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 | $348K | Hold |
6,821
| – | – | ﹤0.01% | 506 |
|
|
2025
Q1 | $333K | Hold |
6,821
| – | – | ﹤0.01% | 494 |
|
|
2024
Q4 | $368K | Hold |
6,821
| – | – | ﹤0.01% | 480 |
|
|
2024
Q3 | $360K | Hold |
6,821
| – | – | ﹤0.01% | 459 |
|
|
2024
Q2 | $321K | Hold |
6,821
| – | – | ﹤0.01% | 466 |
|
|
2024
Q1 | $342K | Hold |
6,821
| – | – | 0.01% | 455 |
|
|
2023
Q4 | $340K | Hold |
6,821
| – | – | 0.01% | 448 |
|
|
2023
Q3 | $295K | Buy |
+6,821
| New | +$295K | 0.01% | 458 |
|