Ruedi Wealth Management’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 | – | Sell |
-163
| Closed | -$7.96K | – | 134 |
|
|
2025
Q1 | $7.96K | Hold |
163
| – | – | ﹤0.01% | 181 |
|
|
2024
Q4 | $8.79K | Hold |
163
| – | – | ﹤0.01% | 178 |
|
|
2024
Q3 | $8.6K | Hold |
163
| – | – | ﹤0.01% | 184 |
|
|
2024
Q2 | $7.68K | Hold |
163
| – | – | ﹤0.01% | 204 |
|
|
2024
Q1 | $8.17K | Buy |
+163
| New | +$8.17K | ﹤0.01% | 174 |
|