O'Shaughnessy Asset 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
Q2 | $174K | Buy |
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|
2025
Q1 | $74.1K | Sell |
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|
2024
Q4 | $107K | Sell |
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|
2024
Q3 | $106K | Sell |
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|
2024
Q2 | $96.1K | Hold |
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|
2024
Q1 | $102K | Sell |
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|
2023
Q4 | $111K | Hold |
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|
2023
Q3 | $96.8K | Hold |
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|
2023
Q2 | $100K | Sell |
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|
2023
Q1 | $96.9K | Hold |
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|
2022
Q4 | $95.5K | Sell |
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|
2022
Q3 | $98K | Sell |
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|
2022
Q2 | $105K | Sell |
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|
2022
Q1 | $137K | Hold |
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|
2021
Q4 | $147K | Hold |
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|
2021
Q3 | $138K | Buy |
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|
2021
Q2 | $97K | Buy |
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|
2021
Q1 | $93K | Hold |
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|
2020
Q4 | $77K | Sell |
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|
2020
Q3 | $63K | Sell |
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|
2020
Q2 | $68K | Buy |
|