PA
PSI Advisors’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Hold |
5,971
| – | – | 0.15% | 81 |
|
|
2025
Q1 | $292K | Sell |
5,971
-944
| -14% | -$46.1K | 0.09% | 97 |
|
|
2024
Q4 | $373K | Sell |
6,915
-436
| -6% | -$23.5K | 0.11% | 94 |
|
|
2024
Q3 | $388K | Buy |
7,351
+40
| +0.5% | +$2.11K | 0.11% | 96 |
|
|
2024
Q2 | $345K | Hold |
7,311
| – | – | 0.11% | 101 |
|
|
2024
Q1 | $366K | Sell |
7,311
-300
| -4% | -$15K | 0.13% | 95 |
|
|
2023
Q4 | $379K | Buy |
7,611
+17
| +0.2% | +$847 | 0.14% | 90 |
|
|
2023
Q3 | $329K | Sell |
7,594
-340
| -4% | -$14.7K | 0.14% | 94 |
|
|
2023
Q2 | $356K | Sell |
7,934
-641
| -7% | -$28.7K | 0.16% | 84 |
|
|
2023
Q1 | $371K | Buy |
8,575
+1,334
| +18% | +$57.7K | 0.18% | 82 |
|
|
2022
Q4 | $308K | Sell |
7,241
-48,611
| -87% | -$2.07M | 0.16% | 85 |
|
|
2022
Q3 | $2.19M | Sell |
55,852
-10,302
| -16% | -$404K | 1.15% | 24 |
|
|
2022
Q2 | $2.72M | Sell |
66,154
-684
| -1% | -$28.1K | 1.34% | 18 |
|
|
2022
Q1 | $3.21M | Sell |
66,838
-115
| -0.2% | -$5.52K | 1.32% | 19 |
|
|
2021
Q4 | $3.44M | Sell |
66,953
-105
| -0.2% | -$5.4K | 1.4% | 17 |
|
|
2021
Q3 | $3.24M | Buy |
67,058
+3,387
| +5% | +$164K | 1.49% | 16 |
|
|
2021
Q2 | $3.14M | Sell |
63,671
-1,825
| -3% | -$90.1K | 1.66% | 15 |
|
|
2021
Q1 | $3.1M | Sell |
65,496
-1,306
| -2% | -$61.9K | 1.83% | 13 |
|
|
2020
Q4 | $2.6M | Sell |
66,802
-5,664
| -8% | -$220K | 1.79% | 12 |
|
|
2020
Q3 | $2.16M | Sell |
72,466
-1,159
| -2% | -$34.6K | 1.65% | 13 |
|
|
2020
Q2 | $2.09M | Buy |
73,625
+972
| +1% | +$27.6K | 1.68% | 12 |
|
|
2020
Q1 | $1.61M | Buy |
72,653
+871
| +1% | +$19.3K | 1.48% | 17 |
|
|
2019
Q4 | $2.76M | Buy |
+71,782
| New | +$2.76M | 1.77% | 11 |
|