S.A. Mason’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 | $528K | Hold |
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|
2025
Q2 | $482K | Hold |
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|
2025
Q1 | $462K | Hold |
|
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|
2024
Q4 | $510K | Sell |
|
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|
2024
Q3 | $551K | Hold |
|
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|
2024
Q2 | $493K | Buy |
|
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|
2024
Q1 | $523K | Sell |
|
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|
2023
Q4 | $532K | Hold |
|
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|
2023
Q3 | $462K | Sell |
|
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|
2023
Q2 | $464K | Hold |
|
|||||
|
2023
Q1 | $464K | Hold |
|
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|
2022
Q4 | $457K | Sell |
|
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|
2022
Q3 | $499K | Hold |
|
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|
2022
Q2 | $524K | Hold |
|
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|
2022
Q1 | $611K | Sell |
|
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|
2021
Q4 | $671K | Sell |
|
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|
2021
Q3 | $714K | Hold |
|
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|
2021
Q2 | $729K | Hold |
|
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|
2021
Q1 | $700K | Sell |
|
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|
2020
Q4 | $577K | Sell |
|
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|
2020
Q3 | $443K | Buy |
|
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|
2020
Q2 | $421K | Sell |
|
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|
2020
Q1 | $332K | Sell |
|
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|
2019
Q4 | $609K | Buy |
|