NewSquare Capital’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 | $2.73M | Buy |
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|
2025
Q2 | $2.41M | Buy |
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|
2025
Q1 | $2.13M | Buy |
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|
2024
Q4 | $2.31M | Buy |
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|
2024
Q3 | $1.08M | Sell |
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|
2024
Q2 | $975K | Buy |
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|
2024
Q1 | $1.01M | Buy |
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|
2023
Q4 | $762K | Sell |
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|
2023
Q3 | $773K | Buy |
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|
2023
Q2 | $796K | Buy |
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|
2023
Q1 | $754K | Buy |
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|
2022
Q4 | $713K | Buy |
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|
2022
Q3 | $633K | Buy |
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|
2022
Q2 | $335K | Buy |
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|
2022
Q1 | $378K | Buy |
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|
2021
Q4 | $285K | Buy |
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|
2021
Q3 | $189K | Buy |
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|
2021
Q2 | $177K | Buy |
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|
2021
Q1 | $156K | Buy |
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|
2020
Q4 | $117K | Buy |
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|
2020
Q3 | $40K | Buy |
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|
2020
Q2 | $23K | Buy |
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