TrustCore Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $170K | Hold |
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|
2022
Q3 | $157K | Hold |
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|
2022
Q2 | $164K | Hold |
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|
2022
Q1 | $192K | Hold |
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|
2021
Q4 | $206K | Hold |
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|
2021
Q3 | $193K | Hold |
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|
2021
Q2 | $198K | Hold |
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|
2021
Q1 | $190K | Hold |
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|
2020
Q4 | $156K | Sell |
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|
2020
Q3 | $143K | Hold |
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|
2020
Q2 | $136K | Hold |
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|
2020
Q1 | $107K | Hold |
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|
2019
Q4 | $185K | Sell |
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|
2019
Q3 | $192K | Hold |
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|
2019
Q2 | $194K | Buy |
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