PWS
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Private Wealth Strategies’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
-171,387
Closed -$3.82M 66
2020
Q1
$3.82M Buy
171,387
+2,454
+1% +$54.7K 1.91% 11
2019
Q4
$6.5M Buy
+168,933
New +$6.5M 2.59% 11