&Partners’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 | $1.93M | Buy |
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|
2025
Q2 | $1.76M | Buy |
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|
2025
Q1 | $1.69M | Buy |
|
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|
2024
Q4 | $1.83M | Sell |
|
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|
2024
Q3 | $1.83M | Buy |
|
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|
2024
Q2 | $1.41M | Buy |
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|
2024
Q1 | $516K | Buy |
|
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|
2023
Q4 | $418K | Sell |
|
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|
2023
Q3 | $415K | Hold |
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|
2023
Q2 | $430K | Hold |
|
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|
2023
Q1 | $415K | Buy |
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|
2022
Q4 | $358K | Hold |
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|
2022
Q3 | $329K | Buy |
|