Oxler Private Wealth’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 | $671K | Sell |
13,164
-1,296
| -9% | -$66K | 0.21% | 54 |
|
|
2025
Q1 | $706K | Buy |
14,460
+42
| +0.3% | +$2.05K | 0.25% | 50 |
|
|
2024
Q4 | $778K | Sell |
14,418
-1,089
| -7% | -$58.7K | 0.26% | 49 |
|
|
2024
Q3 | $818K | Sell |
15,507
-530
| -3% | -$28K | 0.29% | 50 |
|
|
2024
Q2 | $756K | Sell |
16,037
-745
| -4% | -$35.1K | 0.28% | 51 |
|
|
2024
Q1 | $841K | Sell |
16,782
-368
| -2% | -$18.4K | 0.33% | 49 |
|
|
2023
Q4 | $854K | Buy |
17,150
+50
| +0.3% | +$2.49K | 0.71% | 25 |
|
|
2023
Q3 | $740K | Sell |
17,100
-610
| -3% | -$26.4K | 0.37% | 55 |
|
|
2023
Q2 | $794K | Sell |
17,710
-24,381
| -58% | -$1.09M | 0.38% | 56 |
|
|
2023
Q1 | $1.82M | Sell |
42,091
-313
| -0.7% | -$13.5K | 0.9% | 32 |
|
|
2022
Q4 | $1.81M | Sell |
42,404
-244
| -0.6% | -$10.4K | 0.97% | 32 |
|
|
2022
Q3 | $1.67M | Sell |
42,648
-569
| -1% | -$22.3K | 0.93% | 30 |
|
|
2022
Q2 | $1.78M | Buy |
43,217
+14,113
| +48% | +$580K | 0.86% | 35 |
|
|
2022
Q1 | $1.4M | Buy |
29,104
+544
| +2% | +$26.1K | 0.63% | 46 |
|
|
2021
Q4 | $1.47M | Sell |
28,560
-28
| -0.1% | -$1.44K | 0.61% | 51 |
|
|
2021
Q3 | $1.38M | Buy |
28,588
+4,409
| +18% | +$213K | 0.61% | 50 |
|
|
2021
Q2 | $1.19M | Sell |
24,179
-504
| -2% | -$24.9K | 0.52% | 54 |
|
|
2021
Q1 | $1.17M | Buy |
24,683
+5,500
| +29% | +$260K | 0.59% | 47 |
|
|
2020
Q4 | $746K | Buy |
+19,183
| New | +$746K | 0.42% | 53 |
|