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Safeguard Investment Advisory Group’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Safeguard Investment Advisory Group’s Portfolio EES Stock Details EES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-928
Closed -$36K – 245
2020
Q4 		$36K Buy
+928
New +$36K 0.03% 233