Oxler Private Wealth’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 | $706K | Sell |
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|
2025
Q2 | $671K | Sell |
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|
2025
Q1 | $706K | Buy |
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|
2024
Q4 | $778K | Sell |
|
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|
2024
Q3 | $818K | Sell |
|
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|
2024
Q2 | $756K | Sell |
|
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|
2024
Q1 | $841K | Sell |
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|
2023
Q4 | $854K | Buy |
|
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|
2023
Q3 | $740K | Sell |
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|
2023
Q2 | $794K | Sell |
|
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|
2023
Q1 | $1.82M | Sell |
|
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|
2022
Q4 | $1.81M | Sell |
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|
2022
Q3 | $1.67M | Sell |
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|
2022
Q2 | $1.78M | Buy |
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|
2022
Q1 | $1.4M | Buy |
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|
2021
Q4 | $1.47M | Sell |
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|
2021
Q3 | $1.38M | Buy |
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|
2021
Q2 | $1.19M | Sell |
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|
2021
Q1 | $1.17M | Buy |
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|
2020
Q4 | $746K | Buy |
|