Sweet Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $633K | Hold |
12,000
| – | – | 0.14% | 114 |
|
|
2024
Q2 | $566K | Hold |
12,000
| – | – | 0.13% | 111 |
|
|
2024
Q1 | $601K | Hold |
12,000
| – | – | 0.14% | 110 |
|
|
2023
Q4 | $598K | Buy |
12,000
+1,000
| +9% | +$49.8K | 0.14% | 107 |
|
|
2023
Q3 | $476K | Hold |
11,000
| – | – | 0.13% | 110 |
|
|
2023
Q2 | $493K | Hold |
11,000
| – | – | 0.13% | 109 |
|
|
2023
Q1 | $475K | Hold |
11,000
| – | – | 0.13% | 108 |
|
|
2022
Q4 | $468K | Buy |
11,000
+1,000
| +10% | +$42.6K | 0.14% | 109 |
|
|
2022
Q3 | $392K | Hold |
10,000
| – | – | 0.12% | 110 |
|
|
2022
Q2 | $411K | Hold |
10,000
| – | – | 0.13% | 106 |
|
|
2022
Q1 | $480K | Hold |
10,000
| – | – | 0.13% | 99 |
|
|
2021
Q4 | $514K | Buy |
+10,000
| New | +$514K | 0.21% | 68 |
|