True Wealth Design’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 | – | Sell |
-19,027
| Closed | -$897K | – | 1293 |
|
|
2024
Q2 | $897K | Sell |
19,027
-312
| -2% | -$14.7K | 0.22% | 51 |
|
|
2024
Q1 | $969K | Sell |
19,339
-140
| -0.7% | -$7.02K | 0.24% | 40 |
|
|
2023
Q4 | $970K | Sell |
19,479
-167
| -0.9% | -$8.32K | 0.27% | 32 |
|
|
2023
Q3 | $850K | Sell |
19,646
-967
| -5% | -$41.8K | 0.28% | 34 |
|
|
2023
Q2 | $924K | Sell |
20,613
-127
| -0.6% | -$5.69K | 0.34% | 33 |
|
|
2023
Q1 | $896K | Sell |
20,740
-197
| -0.9% | -$8.51K | 0.38% | 32 |
|
|
2022
Q4 | $892K | Buy |
+20,937
| New | +$892K | 0.41% | 31 |
|