Northwestern Mutual Wealth Management’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 | $172K | Buy |
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|
2025
Q2 | $41.8K | Buy |
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|
2025
Q1 | $32.6K | Buy |
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|
2024
Q4 | $36K | Sell |
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|
2024
Q3 | $59.5K | Sell |
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|
2024
Q2 | $91.7K | Buy |
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|
2024
Q1 | $97.5K | Sell |
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|
2023
Q4 | $210K | Sell |
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|
2023
Q3 | $210K | Sell |
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|
2023
Q2 | $327K | Buy |
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|
2023
Q1 | $315K | Buy |
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|
2022
Q4 | $302K | Sell |
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|
2022
Q3 | $288K | Buy |
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|
2022
Q2 | $298K | Sell |
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|
2022
Q1 | $380K | Sell |
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|
2021
Q4 | $484K | Buy |
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|
2021
Q3 | $354K | Buy |
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|
2021
Q2 | $359K | Buy |
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|
2021
Q1 | $253K | Buy |
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|
2020
Q4 | $180K | Buy |
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|
2020
Q3 | $111K | Sell |
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|
2020
Q2 | $108K | Sell |
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|
2020
Q1 | $121K | Sell |
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|
2019
Q4 | $2.54M | Sell |
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|
2019
Q3 | $2.44M | Buy |
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|
2019
Q2 | $2.28M | Buy |
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|
2019
Q1 | $2.02M | Buy |
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|
2018
Q4 | $1.61M | Buy |
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|
2018
Q3 | $35K | Hold |
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|
2018
Q2 | $34K | Hold |
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|
2018
Q1 | $32K | Hold |
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|
2017
Q4 | $32K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $18K | Buy |
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|
2017
Q1 | $17K | Buy |
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|
2016
Q4 | $17K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $7K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $8K | Buy |
|