Montag & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-26
| Closed | -$1.17K | – | 911 |
|
|
2023
Q2 | $1.17K | Hold |
26
| – | – | ﹤0.01% | 878 |
|
|
2023
Q1 | $1.12K | Hold |
26
| – | – | ﹤0.01% | 881 |
|
|
2022
Q4 | $1.11K | Hold |
26
| – | – | ﹤0.01% | 898 |
|
|
2022
Q3 | $1K | Hold |
26
| – | – | ﹤0.01% | 832 |
|
|
2022
Q2 | $1K | Hold |
26
| – | – | ﹤0.01% | 788 |
|
|
2022
Q1 | $1K | Hold |
26
| – | – | ﹤0.01% | 807 |
|
|
2021
Q4 | $1K | Hold |
26
| – | – | ﹤0.01% | 824 |
|
|
2021
Q3 | $1K | Hold |
26
| – | – | ﹤0.01% | 823 |
|
|
2021
Q2 | $1K | Hold |
26
| – | – | ﹤0.01% | 817 |
|
|
2021
Q1 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 816 |
|