Parkside Financial Bank & Trust’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 | – | Sell |
-6,993
| Closed | -$342K | – | 2818 |
|
2025
Q1 | $342K | Hold |
6,993
| – | – | 0.04% | 284 |
|
2024
Q4 | $377K | Buy |
+6,993
| New | +$377K | 0.05% | 249 |
|
2023
Q2 | – | Sell |
-1,333
| Closed | -$57.6K | – | 2034 |
|
2023
Q1 | $57.6K | Buy |
+1,333
| New | +$57.6K | 0.02% | 536 |
|
2015
Q4 | – | Sell |
-3,324
| Closed | -$81K | – | 1079 |
|
2015
Q3 | $81K | Buy |
+3,324
| New | +$81K | 0.05% | 233 |
|