SVA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $400K | Buy |
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|
2020
Q3 | $239K | Sell |
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|
2020
Q2 | $327K | Sell |
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|
2020
Q1 | $27.6M | Buy |
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|
2019
Q4 | $44.8M | Buy |
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|
2019
Q3 | $40.8M | Sell |
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|
2019
Q2 | $41.4M | Buy |
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|
2019
Q1 | $40.8M | Buy |
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|
2018
Q4 | $33.7M | Buy |
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|
2018
Q3 | $37.5M | Buy |
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|
2018
Q2 | $35.7M | Buy |
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|
2018
Q1 | $30.9M | Sell |
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|
2017
Q4 | $32.4M | Buy |
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|
2017
Q3 | $30.9M | Buy |
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|
2017
Q2 | $28.6M | Buy |
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|
2017
Q1 | $28M | Buy |
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|
2016
Q4 | $27M | Sell |
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|
2016
Q3 | $23.6M | Buy |
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|
2016
Q2 | $18.1M | Buy |
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|
2016
Q1 | $16.9M | Buy |
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|
2015
Q4 | $15.2M | Buy |
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|
2015
Q3 | $14.5M | Buy |
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|
2015
Q2 | $16.1M | Buy |
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|
2015
Q1 | $15.1M | Buy |
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|
2014
Q4 | $14M | Buy |
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|
2014
Q3 | $12.6M | Buy |
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|
2014
Q2 | $13.3M | Buy |
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|
2014
Q1 | $12M | Buy |
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|
2013
Q4 | $349K | Buy |
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