Stratos Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $228K | Sell |
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|
2023
Q2 | $245K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $8.72M | Buy |
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|
2022
Q3 | $257K | Sell |
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|
2022
Q2 | $304K | Sell |
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|
2022
Q1 | $475K | Sell |
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|
2021
Q4 | $751K | Sell |
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|
2021
Q3 | $754K | Buy |
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|
2021
Q2 | $763K | Buy |
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|
2021
Q1 | $619K | Buy |
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|
2020
Q4 | $470K | Sell |
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|
2020
Q3 | $427K | Sell |
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|
2020
Q2 | $648K | Sell |
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|
2020
Q1 | $2.46M | Sell |
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|
2019
Q4 | $5.94M | Buy |
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|
2019
Q3 | $5.39M | Buy |
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|
2019
Q2 | $5.3M | Buy |
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|
2019
Q1 | $853K | Sell |
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|
2018
Q4 | $765K | Buy |
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|
2018
Q3 | $762K | Buy |
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|
2018
Q2 | $350K | Buy |
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