RFG Advisory’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
Q3 | $331K | Buy |
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|
2025
Q2 | $301K | Sell |
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|
2025
Q1 | $308K | Sell |
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|
2024
Q4 | $353K | Sell |
|
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|
2024
Q3 | $403K | Sell |
|
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|
2024
Q2 | $413K | Buy |
|
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|
2024
Q1 | $402K | Buy |
|
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|
2023
Q4 | $380K | Buy |
|
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|
2023
Q3 | $322K | Sell |
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|
2023
Q2 | $424K | Sell |
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|
2023
Q1 | $434K | Sell |
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|
2022
Q4 | $498K | Sell |
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|
2022
Q3 | $497K | Buy |
|