PS
Portfolio Solutions’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-11,417
| Closed | -$255K | – | 51 |
|
|
2020
Q1 | $255K | Sell |
11,417
-3,493
| -23% | -$78K | 0.04% | 39 |
|
|
2019
Q4 | $573K | Buy |
+14,910
| New | +$573K | 0.08% | 30 |
|
|
2019
Q1 | – | Sell |
-19,084
| Closed | -$611K | – | 37 |
|
|
2018
Q4 | $611K | Sell |
19,084
-756
| -4% | -$24.2K | 0.09% | 27 |
|
|
2018
Q3 | $781K | Sell |
19,840
-713
| -3% | -$28.1K | 0.11% | 19 |
|
|
2018
Q2 | $795K | Sell |
20,553
-319
| -2% | -$12.3K | 0.11% | 19 |
|
|
2018
Q1 | $746K | Sell |
20,872
-571
| -3% | -$20.4K | 0.1% | 21 |
|
|
2017
Q4 | $777K | Sell |
21,443
-1,004
| -4% | -$36.4K | 0.1% | 18 |
|
|
2017
Q3 | $785K | Sell |
22,447
-621
| -3% | -$21.7K | 0.11% | 15 |
|
|
2017
Q2 | $758K | Sell |
23,068
-366
| -2% | -$12K | 0.1% | 17 |
|
|
2017
Q1 | $755K | Buy |
23,434
+15,511
| +196% | +$500K | 0.11% | 16 |
|
|
2016
Q4 | $774K | Sell |
7,923
-267
| -3% | -$26.1K | 0.11% | 17 |
|
|
2016
Q3 | $696K | Sell |
8,190
-239
| -3% | -$20.3K | 0.1% | 16 |
|
|
2016
Q2 | $666K | Sell |
8,429
-522
| -6% | -$41.2K | 0.1% | 17 |
|
|
2016
Q1 | $689K | Buy |
+8,951
| New | +$689K | 0.11% | 15 |
|