Newbridge Financial Services Group’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 | $19.1K | Hold |
375
| – | – | ﹤0.01% | 737 |
|
|
2025
Q1 | $18.3K | Hold |
375
| – | – | ﹤0.01% | 566 |
|
|
2024
Q4 | $20.2K | Hold |
375
| – | – | 0.01% | 595 |
|
|
2024
Q3 | $19.8K | Hold |
375
| – | – | 0.01% | 363 |
|
|
2024
Q2 | $17.7K | Hold |
375
| – | – | 0.01% | 595 |
|
|
2024
Q1 | $18.8K | Hold |
375
| – | – | 0.01% | 619 |
|
|
2023
Q4 | $18.7K | Hold |
375
| – | – | 0.01% | 607 |
|
|
2023
Q3 | $16.2K | Hold |
375
| – | – | 0.01% | 694 |
|
|
2023
Q2 | $16.8K | Hold |
375
| – | – | 0.01% | 744 |
|
|
2023
Q1 | $16.2K | Hold |
375
| – | – | 0.01% | 785 |
|
|
2022
Q4 | $16K | Buy |
+375
| New | +$16K | 0.01% | 797 |
|