SAI
Savvy Advisors Inc’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Buy |
5,908
+2
| +0% | +$102 | 0.02% | 494 |
|
|
2025
Q1 | $288K | Buy |
5,906
+674
| +13% | +$32.9K | 0.03% | 403 |
|
|
2024
Q4 | $282K | Hold |
5,232
| – | – | 0.03% | 351 |
|
|
2024
Q3 | $276K | Hold |
5,232
| – | – | 0.06% | 270 |
|
|
2024
Q2 | $247K | Hold |
5,232
| – | – | 0.08% | 243 |
|
|
2024
Q1 | $262K | Buy |
+5,232
| New | +$262K | 0.15% | 180 |
|