Moller Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.03M | Hold |
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|
2025
Q2 | $940K | Hold |
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|
2025
Q1 | $901K | Hold |
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|
2024
Q4 | $995K | Hold |
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|
2024
Q3 | $973K | Sell |
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|
2024
Q2 | $871K | Hold |
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|
2024
Q1 | $927K | Hold |
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|
2023
Q4 | $921K | Hold |
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|
2023
Q3 | $800K | Sell |
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|
2023
Q2 | $831K | Hold |
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|
2023
Q1 | $801K | Hold |
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|
2022
Q4 | $789K | Hold |
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|
2022
Q3 | $726K | Sell |
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|
2022
Q2 | $763K | Hold |
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|
2022
Q1 | $890K | Hold |
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|
2021
Q4 | $954K | Hold |
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|
2021
Q3 | $897K | Sell |
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|
2021
Q2 | $918K | Hold |
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|
2021
Q1 | $880K | Hold |
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|
2020
Q4 | $723K | Hold |
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|
2020
Q3 | $555K | Sell |
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|
2020
Q2 | $528K | Hold |
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|
2020
Q1 | $416K | Hold |
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|
2019
Q4 | $716K | Hold |
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|
2019
Q3 | $663K | Sell |
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|
2019
Q2 | $669K | Hold |
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|
2019
Q1 | $673K | Hold |
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|
2018
Q4 | $646K | Hold |
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|
2018
Q3 | $743K | Sell |
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|
2018
Q2 | $722K | Hold |
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|
2018
Q1 | $667K | Hold |
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|
2017
Q4 | $676K | Sell |
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|
2017
Q3 | $654K | Hold |
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|
2017
Q2 | $614K | Hold |
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|
2017
Q1 | $602K | Hold |
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|
2016
Q4 | $609K | Hold |
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|
2016
Q3 | $529K | Hold |
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|
2016
Q2 | $492K | Hold |
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|
2016
Q1 | $480K | Hold |
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|
2015
Q4 | $472K | Hold |
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|
2015
Q3 | $458K | Sell |
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|
2015
Q2 | $1.1M | Hold |
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|
2015
Q1 | $1.09M | Sell |
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|
2014
Q4 | $1.1M | Hold |
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|
2014
Q3 | $1.01M | Hold |
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|
2014
Q2 | $1.1M | Sell |
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|
2014
Q1 | $1.61M | Hold |
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|
2013
Q4 | $1.61M | Sell |
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|
2013
Q3 | $1.63M | Hold |
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|
2013
Q2 | $1.47M | Buy |
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