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Personal Wealth Partners’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Personal Wealth Partners’s Portfolio EES Stock Details EES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-4,500
Closed -$173K – 216
2019
Q4 		$173K Hold
4,500
– – 0.07% 78
2019
Q3 		$160K Hold
4,500
– – 0.07% 76
2019
Q2 		$161K Buy
+4,500
New +$161K 0.08% 67