Sweet Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $633K | Hold |
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|
2024
Q2 | $566K | Hold |
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|
2024
Q1 | $601K | Hold |
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|
2023
Q4 | $598K | Buy |
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|
2023
Q3 | $476K | Hold |
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|
2023
Q2 | $493K | Hold |
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|
2023
Q1 | $475K | Hold |
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|
2022
Q4 | $468K | Buy |
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|
2022
Q3 | $392K | Hold |
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|
2022
Q2 | $411K | Hold |
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|
2022
Q1 | $480K | Hold |
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|
2021
Q4 | $514K | Buy |
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