Private Wealth Advisors (Pennsylvania)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $202K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $322K | Sell |
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|
2019
Q3 | $325K | Sell |
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|
2019
Q2 | $350K | Hold |
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|
2019
Q1 | $352K | Hold |
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|
2018
Q4 | $312K | Sell |
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|
2018
Q3 | $388K | Buy |
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|
2018
Q2 | $377K | Hold |
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|
2018
Q1 | $348K | Buy |
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|
2017
Q4 | $352K | Buy |
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|
2017
Q3 | $310K | Sell |
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|
2017
Q2 | $318K | Sell |
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|
2017
Q1 | $331K | Sell |
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|
2016
Q4 | $337K | Buy |
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|
2016
Q3 | $293K | Sell |
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|
2016
Q2 | $277K | Buy |
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|
2016
Q1 | $268K | Sell |
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|
2015
Q4 | $268K | Sell |
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|
2015
Q3 | $313K | Buy |
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|
2015
Q2 | $352K | Buy |
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