Smartleaf Asset Management’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 | $916K | Buy |
17,957
+626
| +4% | +$31.9K | 0.08% | 271 |
|
2025
Q1 | $848K | Sell |
17,331
-95
| -0.5% | -$4.65K | 0.08% | 263 |
|
2024
Q4 | $937K | Sell |
17,426
-777
| -4% | -$41.8K | 0.1% | 228 |
|
2024
Q3 | $953K | Sell |
18,203
-3,525
| -16% | -$185K | 0.12% | 198 |
|
2024
Q2 | $1.01M | Buy |
21,728
+1,119
| +5% | +$52.1K | 0.17% | 148 |
|
2024
Q1 | $1.02M | Buy |
20,609
+1,219
| +6% | +$60.5K | 0.2% | 124 |
|
2023
Q4 | $976K | Buy |
+19,390
| New | +$976K | 0.26% | 92 |
|