Wealth Enhancement Advisory Services’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 | $345K | Sell |
6,512
-1,046
| -14% | -$55.5K | ﹤0.01% | 2511 |
|
|
2025
Q1 | $369K | Buy |
7,558
+855
| +13% | +$41.8K | ﹤0.01% | 2260 |
|
|
2024
Q4 | $362K | Buy |
6,703
+292
| +5% | +$15.8K | ﹤0.01% | 2207 |
|
|
2024
Q3 | $338K | Buy |
6,411
+110
| +2% | +$5.8K | ﹤0.01% | 2071 |
|
|
2024
Q2 | $297K | Sell |
6,301
-2,166
| -26% | -$102K | ﹤0.01% | 1982 |
|
|
2024
Q1 | $424K | Sell |
8,467
-2,429
| -22% | -$122K | ﹤0.01% | 1689 |
|
|
2023
Q4 | $543K | Sell |
10,896
-3,510
| -24% | -$175K | ﹤0.01% | 1452 |
|
|
2023
Q3 | $623K | Buy |
+14,406
| New | +$623K | ﹤0.01% | 1304 |
|