Rockefeller Capital Management’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 | $537K | Sell |
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|
2025
Q2 | $580K | Buy |
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|
2025
Q1 | $555K | Buy |
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|
2024
Q4 | $613K | Buy |
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|
2024
Q3 | $598K | Sell |
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|
2024
Q2 | $553K | Buy |
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|
2024
Q1 | $588K | Sell |
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|
2023
Q4 | $601K | Sell |
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|
2023
Q3 | $535K | Sell |
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|
2023
Q2 | $558K | Sell |
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|
2023
Q1 | $539K | Buy |
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|
2022
Q4 | $531K | Buy |
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|
2022
Q3 | $488K | Sell |
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|
2022
Q2 | $593K | Buy |
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|
2022
Q1 | $692K | Buy |
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|
2021
Q4 | $716K | Sell |
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|
2021
Q3 | $683K | Sell |
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|
2021
Q2 | $699K | Sell |
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|
2021
Q1 | $745K | Sell |
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|
2020
Q4 | $629K | Sell |
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|
2020
Q3 | $523K | Buy |
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|
2020
Q2 | $473K | Buy |
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|
2020
Q1 | $323K | Buy |
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|
2019
Q4 | $51K | Buy |
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|
2019
Q3 | $17K | Buy |
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|
2019
Q2 | $17K | Sell |
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|
2019
Q1 | $2.06M | Buy |
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