Next Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $428K | Buy |
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|
2021
Q3 | $398K | Sell |
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|
2021
Q2 | $419K | Buy |
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|
2021
Q1 | $393K | Sell |
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|
2020
Q4 | $340K | Buy |
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|
2020
Q3 | $258K | Sell |
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|
2020
Q2 | $284K | Buy |
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|
2020
Q1 | $223K | Sell |
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|
2019
Q4 | $430K | Buy |
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|
2019
Q3 | $278K | Sell |
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|
2019
Q2 | $282K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $165K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $113K | Hold |
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|
2016
Q3 | $98K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $25K | Sell |
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|
2015
Q3 | $91K | Hold |
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|
2015
Q2 | $105K | Sell |
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|
2015
Q1 | $128K | Buy |
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|
2014
Q4 | $96K | Sell |
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|
2014
Q3 | $190K | Buy |
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|
2014
Q2 | $8K | Buy |
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