UA
Unison Advisors’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-17,386
| Closed | -$388K | – | 156 |
|
|
2020
Q1 | $388K | Buy |
17,386
+988
| +6% | +$22K | 0.42% | 73 |
|
|
2019
Q4 | $630K | Sell |
16,398
-866
| -5% | -$33.3K | 0.45% | 71 |
|
|
2019
Q3 | $615K | Buy |
17,264
+2,586
| +18% | +$92.1K | 0.47% | 72 |
|
|
2019
Q2 | $527K | Buy |
14,678
+36
| +0.2% | +$1.29K | 0.4% | 73 |
|
|
2019
Q1 | $529K | Hold |
14,642
| – | – | 0.39% | 77 |
|
|
2018
Q4 | $469K | Buy |
14,642
+118
| +0.8% | +$3.78K | 0.37% | 76 |
|
|
2018
Q3 | $579K | Sell |
14,524
-569
| -4% | -$22.7K | 0.41% | 71 |
|
|
2018
Q2 | $584K | Buy |
15,093
+80
| +0.5% | +$3.1K | 0.43% | 70 |
|
|
2018
Q1 | $536K | Sell |
15,013
-2,899
| -16% | -$104K | 0.4% | 72 |
|
|
2017
Q4 | $649K | Buy |
+17,912
| New | +$649K | 0.47% | 70 |
|