Principal Securities’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 | $37.7K | Sell |
739
-140
| -16% | -$7.13K | ﹤0.01% | 2014 |
|
|
2025
Q1 | $47.4K | Buy |
879
+405
| +85% | +$21.8K | ﹤0.01% | 1777 |
|
|
2024
Q4 | $25.6K | Sell |
474
-6
| -1% | -$324 | ﹤0.01% | 2080 |
|
|
2024
Q3 | $25.3K | Buy |
480
+10
| +2% | +$528 | ﹤0.01% | 2006 |
|
|
2024
Q2 | $22.2K | Buy |
470
+91
| +24% | +$4.29K | ﹤0.01% | 2019 |
|
|
2024
Q1 | $19K | Hold |
379
| – | – | ﹤0.01% | 2029 |
|
|
2023
Q4 | $18.9K | Buy |
+379
| New | +$18.9K | ﹤0.01% | 1954 |
|