Savant Capital’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 | $11M | Sell |
215,894
-18,521
| -8% | -$944K | 0.07% | 169 |
|
|
2025
Q1 | $11.4M | Sell |
234,415
-24,218
| -9% | -$1.18M | 0.08% | 152 |
|
|
2024
Q4 | $14M | Sell |
258,633
-40,192
| -13% | -$2.17M | 0.11% | 124 |
|
|
2024
Q3 | $15.8M | Sell |
298,825
-34,915
| -10% | -$1.84M | 0.13% | 109 |
|
|
2024
Q2 | $15.7M | Sell |
333,740
-9,514
| -3% | -$448K | 0.16% | 101 |
|
|
2024
Q1 | $17.2M | Sell |
343,254
-4,946
| -1% | -$248K | 0.2% | 87 |
|
|
2023
Q4 | $17.3M | Sell |
348,200
-7,160
| -2% | -$357K | 0.22% | 83 |
|
|
2023
Q3 | $15.4M | Sell |
355,360
-16,298
| -4% | -$705K | 0.23% | 84 |
|
|
2023
Q2 | $16.7M | Sell |
371,658
-16,164
| -4% | -$724K | 0.26% | 72 |
|
|
2023
Q1 | $16.8M | Sell |
387,822
-8,427
| -2% | -$364K | 0.31% | 57 |
|
|
2022
Q4 | $16.9M | Sell |
396,249
-15,004
| -4% | -$639K | 0.41% | 39 |
|
|
2022
Q3 | $16.1M | Sell |
411,253
-10,828
| -3% | -$424K | 0.5% | 36 |
|
|
2022
Q2 | $17.4M | Sell |
422,081
-15,734
| -4% | -$647K | 0.53% | 37 |
|
|
2022
Q1 | $21M | Sell |
437,815
-12,302
| -3% | -$590K | 0.69% | 31 |
|
|
2021
Q4 | $23.1M | Sell |
450,117
-18,291
| -4% | -$940K | 0.75% | 31 |
|
|
2021
Q3 | $22.6M | Sell |
468,408
-5,930
| -1% | -$287K | 0.83% | 28 |
|
|
2021
Q2 | $23.4M | Sell |
474,338
-27,834
| -6% | -$1.37M | 0.95% | 24 |
|
|
2021
Q1 | $23.8M | Sell |
502,172
-50,864
| -9% | -$2.41M | 1.28% | 18 |
|
|
2020
Q4 | $21.5M | Sell |
553,036
-46,019
| -8% | -$1.79M | 1.25% | 18 |
|
|
2020
Q3 | $17.9M | Sell |
599,055
-54,887
| -8% | -$1.64M | 1.22% | 18 |
|
|
2020
Q2 | $18.6M | Buy |
653,942
+96,072
| +17% | +$2.73M | 1.41% | 14 |
|
|
2020
Q1 | $12.5M | Buy |
+557,870
| New | +$12.5M | 1.18% | 16 |
|