New Perspectives Inc’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 | $1.32M | Sell |
25,905
-5,043
| -16% | -$257K | 0.65% | 13 |
|
|
2025
Q1 | $1.51M | Buy |
30,948
+8
| +0% | +$391 | 0.81% | 13 |
|
|
2024
Q4 | $1.67M | Sell |
30,940
-506
| -2% | -$27.3K | 0.89% | 12 |
|
|
2024
Q3 | $1.66M | Sell |
31,446
-641
| -2% | -$33.8K | 0.88% | 12 |
|
|
2024
Q2 | $1.51M | Sell |
32,087
-284
| -0.9% | -$13.4K | 0.81% | 12 |
|
|
2024
Q1 | $1.62M | Buy |
+32,371
| New | +$1.62M | 0.9% | 11 |
|
|
2022
Q4 | $1.41M | Buy |
+33,101
| New | +$1.41M | 1.08% | 11 |
|