PWP
Precedent Wealth Partners’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $412K | Buy |
8,079
+72
| +0.9% | +$3.67K | 0.1% | 131 |
|
|
2025
Q1 | $391K | Sell |
8,007
-1,340
| -14% | -$65.4K | 0.11% | 129 |
|
|
2024
Q4 | $504K | Sell |
9,347
-2,080
| -18% | -$112K | 0.16% | 117 |
|
|
2024
Q3 | $603K | Sell |
11,427
-2,339
| -17% | -$123K | 0.2% | 101 |
|
|
2024
Q2 | $649K | Sell |
13,766
-481
| -3% | -$22.7K | 0.26% | 88 |
|
|
2024
Q1 | $714K | Buy |
14,247
+1,134
| +9% | +$56.8K | 0.31% | 84 |
|
|
2023
Q4 | $653K | Buy |
+13,113
| New | +$653K | 0.33% | 78 |
|