Sargent Bickham Lagudis’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,503
| Closed | -$34K | – | 776 |
|
|
2020
Q1 | $34K | Hold |
1,503
| – | – | ﹤0.01% | 385 |
|
|
2019
Q4 | $58K | Sell |
1,503
-480
| -24% | -$18.5K | 0.01% | 353 |
|
|
2019
Q3 | $71K | Hold |
1,983
| – | – | 0.01% | 299 |
|
|
2019
Q2 | $71K | Hold |
1,983
| – | – | 0.01% | 318 |
|
|
2019
Q1 | $72K | Hold |
1,983
| – | – | 0.01% | 326 |
|
|
2018
Q4 | $64K | Hold |
1,983
| – | – | 0.01% | 330 |
|
|
2018
Q3 | $79K | Hold |
1,983
| – | – | 0.01% | 305 |
|
|
2018
Q2 | $77K | Hold |
1,983
| – | – | 0.01% | 303 |
|
|
2018
Q1 | $71K | Hold |
1,983
| – | – | 0.01% | 302 |
|
|
2017
Q4 | $72K | Hold |
1,983
| – | – | 0.01% | 312 |
|
|
2017
Q3 | $69K | Hold |
1,983
| – | – | 0.01% | 316 |
|
|
2017
Q2 | $65K | Sell |
1,983
-312
| -14% | -$10.2K | 0.01% | 318 |
|
|
2017
Q1 | $74K | Hold |
2,295
| – | – | 0.01% | 304 |
|
|
2016
Q4 | $75K | Hold |
2,295
| – | – | 0.01% | 283 |
|
|
2016
Q3 | $65 | Sell |
2,295
-366
| -14% | -$10 | 0.01% | 306 |
|
|
2016
Q2 | $70K | Sell |
2,661
-834
| -24% | -$21.9K | 0.01% | 299 |
|
|
2016
Q1 | $90K | Buy |
+3,495
| New | +$90K | 0.01% | 285 |
|