UBS AM’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-70,890
| Closed | -$2.52M | – | 2613 |
|
2019
Q3 | $2.52M | Hold |
70,890
| – | – | ﹤0.01% | 1501 |
|
2019
Q2 | $2.54M | Hold |
70,890
| – | – | ﹤0.01% | 1471 |
|
2019
Q1 | $2.56M | Hold |
70,890
| – | – | ﹤0.01% | 1403 |
|
2018
Q4 | $2.27M | Sell |
70,890
-9,686
| -12% | -$310K | ﹤0.01% | 1389 |
|
2018
Q3 | $3.21M | Hold |
80,576
| – | – | ﹤0.01% | 1304 |
|
2018
Q2 | $3.12M | Sell |
80,576
-744
| -0.9% | -$28.8K | ﹤0.01% | 1325 |
|
2018
Q1 | $2.91M | Buy |
+81,320
| New | +$2.91M | ﹤0.01% | 1317 |
|