Team Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $141K | Buy |
+2,769
| New | +$141K | 0.07% | 48 |
|
|
2025
Q1 | – | Sell |
-3,883
| Closed | -$209K | – | 40 |
|
|
2024
Q4 | $209K | Sell |
3,883
-248
| -6% | -$13.4K | 0.12% | 38 |
|
|
2024
Q3 | $218K | Sell |
4,131
-1,548
| -27% | -$81.6K | 0.13% | 34 |
|
|
2024
Q2 | $268K | Sell |
5,679
-1,403
| -20% | -$66.1K | 0.17% | 29 |
|
|
2024
Q1 | $355K | Sell |
7,082
-170
| -2% | -$8.52K | 0.24% | 26 |
|
|
2023
Q4 | $361K | Buy |
7,252
+87
| +1% | +$4.33K | 0.26% | 22 |
|
|
2023
Q3 | $310K | Buy |
+7,165
| New | +$310K | 0.26% | 24 |
|