Rothschild Investment LLC’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 | $71.3K | Hold |
1,400
| – | – | ﹤0.01% | 707 |
|
|
2025
Q1 | $68.4K | Hold |
1,400
| – | – | ﹤0.01% | 697 |
|
|
2024
Q4 | $75.5K | Hold |
1,400
| – | – | ﹤0.01% | 703 |
|
|
2024
Q3 | $73.9K | Hold |
1,400
| – | – | ﹤0.01% | 718 |
|
|
2024
Q2 | $66K | Hold |
1,400
| – | – | ﹤0.01% | 706 |
|
|
2024
Q1 | $70.2K | Sell |
1,400
-300
| -18% | -$15K | 0.01% | 670 |
|
|
2023
Q4 | $84.7K | Buy |
+1,700
| New | +$84.7K | 0.01% | 566 |
|