PSI Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Hold |
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|
2025
Q1 | $292K | Sell |
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|
2024
Q4 | $373K | Sell |
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|
2024
Q3 | $388K | Buy |
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|
2024
Q2 | $345K | Hold |
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|
2024
Q1 | $366K | Sell |
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|
2023
Q4 | $379K | Buy |
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|
2023
Q3 | $329K | Sell |
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|
2023
Q2 | $356K | Sell |
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|
2023
Q1 | $371K | Buy |
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|
2022
Q4 | $308K | Sell |
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|
2022
Q3 | $2.19M | Sell |
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|
2022
Q2 | $2.72M | Sell |
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|
2022
Q1 | $3.21M | Sell |
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|
2021
Q4 | $3.44M | Sell |
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|
2021
Q3 | $3.24M | Buy |
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|
2021
Q2 | $3.14M | Sell |
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|
2021
Q1 | $3.1M | Sell |
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|
2020
Q4 | $2.6M | Sell |
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|
2020
Q3 | $2.16M | Sell |
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|
2020
Q2 | $2.09M | Buy |
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|
2020
Q1 | $1.61M | Buy |
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|
2019
Q4 | $2.76M | Buy |
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