Sequoia Wealth Management’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
2019
Q3
Sell
2019
Q2
$241K Sell
2019
Q1
$285K Sell
2018
Q4
$414K Buy
2018
Q3
$336K Buy
2018
Q2
$270K Buy