Prospera Financial Services’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 | $799K | Sell |
15,653
-4,418
| -22% | -$225K | 0.01% | 736 |
|
|
2025
Q1 | $981K | Sell |
20,071
-545
| -3% | -$26.6K | 0.02% | 572 |
|
|
2024
Q4 | $1.11M | Sell |
20,616
-116
| -0.6% | -$6.26K | 0.03% | 507 |
|
|
2024
Q3 | $1.09M | Sell |
20,732
-96
| -0.5% | -$5.07K | 0.03% | 483 |
|
|
2024
Q2 | $982K | Buy |
20,828
+60
| +0.3% | +$2.83K | 0.03% | 507 |
|
|
2024
Q1 | $1.04M | Buy |
20,768
+712
| +4% | +$35.7K | 0.03% | 487 |
|
|
2023
Q4 | $999K | Sell |
20,056
-2,445
| -11% | -$122K | 0.03% | 469 |
|
|
2023
Q3 | $975K | Sell |
22,501
-1,150
| -5% | -$49.8K | 0.04% | 424 |
|
|
2023
Q2 | $1.06M | Sell |
23,651
-343
| -1% | -$15.4K | 0.04% | 403 |
|
|
2023
Q1 | $1.04M | Buy |
23,994
+807
| +3% | +$34.9K | 0.04% | 417 |
|
|
2022
Q4 | $988K | Buy |
23,187
+548
| +2% | +$23.3K | 0.05% | 357 |
|
|
2022
Q3 | $887K | Buy |
22,639
+6,067
| +37% | +$238K | 0.05% | 392 |
|
|
2022
Q2 | $682K | Buy |
16,572
+3,859
| +30% | +$159K | 0.03% | 448 |
|
|
2022
Q1 | $610K | Buy |
+12,713
| New | +$610K | 0.03% | 540 |
|