Surevest’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-76,930
| Closed | -$2.96M | – | 109 |
|
|
2019
Q4 | $2.96M | Buy |
76,930
+4,431
| +6% | +$170K | 1.26% | 14 |
|
|
2019
Q3 | $2.58M | Buy |
72,499
+5,845
| +9% | +$208K | 1.27% | 15 |
|
|
2019
Q2 | $2.39M | Buy |
66,654
+610
| +0.9% | +$21.9K | 1.24% | 17 |
|
|
2019
Q1 | $2.39M | Buy |
66,044
+19,304
| +41% | +$697K | 1.47% | 25 |
|
|
2018
Q4 | $1.5M | Buy |
+46,740
| New | +$1.5M | 1.18% | 30 |
|