Tyler-Stone Wealth Management’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 | $927K | Buy |
18,197
+21
| +0.1% | +$1.07K | 0.15% | 125 |
|
|
2025
Q1 | $888K | Buy |
18,176
+799
| +5% | +$39K | 0.16% | 120 |
|
|
2024
Q4 | $937K | Buy |
17,377
+250
| +1% | +$13.5K | 0.17% | 113 |
|
|
2024
Q3 | $903K | Buy |
17,127
+8,228
| +92% | +$434K | 0.17% | 117 |
|
|
2024
Q2 | $419K | Sell |
8,899
-644
| -7% | -$30.4K | 0.17% | 115 |
|
|
2024
Q1 | $478K | Sell |
9,543
-324
| -3% | -$16.2K | 0.21% | 96 |
|
|
2023
Q4 | $492K | Sell |
9,867
-1,186
| -11% | -$59.1K | 0.25% | 82 |
|
|
2023
Q3 | $478K | Sell |
11,053
-1,431
| -11% | -$61.9K | 0.27% | 75 |
|
|
2023
Q2 | $559K | Buy |
+12,484
| New | +$559K | 0.32% | 67 |
|
|
2022
Q4 | $616K | Buy |
14,463
+470
| +3% | +$20K | 0.42% | 57 |
|
|
2022
Q3 | $548K | Sell |
13,993
-2,127
| -13% | -$83.3K | 0.42% | 57 |
|
|
2022
Q2 | $663K | Buy |
16,120
+1,439
| +10% | +$59.2K | 0.44% | 51 |
|
|
2022
Q1 | $704K | Buy |
14,681
+2,155
| +17% | +$103K | 0.39% | 59 |
|
|
2021
Q4 | $644K | Buy |
+12,526
| New | +$644K | 0.34% | 61 |
|