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Wealthquest’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Wealthquest’s Portfolio EES Stock Details EES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q4 		$210K Sell
5,469
-660
-11% -$25.3K 0.06% 129
2019
Q3 		$218K Buy
+6,129
New +$218K 0.07% 123