Wealthstreet Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-27,256
| Closed | -$1.29M | – | 156 |
|
|
2021
Q1 | $1.29M | Buy |
27,256
+482
| +2% | +$22.8K | 0.13% | 148 |
|
|
2020
Q4 | $1.04M | Buy |
26,774
+39
| +0.1% | +$1.52K | 0.11% | 164 |
|
|
2020
Q3 | $799K | Buy |
26,735
+4,711
| +21% | +$141K | 0.09% | 171 |
|
|
2020
Q2 | $625K | Sell |
22,024
-1,414
| -6% | -$40.1K | 0.08% | 184 |
|
|
2020
Q1 | $523K | Sell |
23,438
-2,098
| -8% | -$46.8K | 0.08% | 178 |
|
|
2019
Q4 | $982K | Buy |
25,536
+17,373
| +213% | +$668K | 0.11% | 154 |
|
|
2019
Q3 | $304K | Sell |
8,163
-16,682
| -67% | -$621K | 0.04% | 275 |
|
|
2019
Q2 | $891K | Buy |
24,845
+1,755
| +8% | +$62.9K | 0.12% | 158 |
|
|
2019
Q1 | $834K | Buy |
23,090
+981
| +4% | +$35.4K | 0.11% | 158 |
|
|
2018
Q4 | $786K | Sell |
22,109
-11,572
| -34% | -$411K | 0.11% | 158 |
|
|
2018
Q3 | $1.34M | Sell |
33,681
-265
| -0.8% | -$10.6K | 0.17% | 128 |
|
|
2018
Q2 | $1.31M | Sell |
33,946
-3,403
| -9% | -$132K | 0.17% | 128 |
|
|
2018
Q1 | $1.33M | Sell |
37,349
-538
| -1% | -$19.2K | 0.17% | 127 |
|
|
2017
Q4 | $1.37M | Buy |
+37,887
| New | +$1.37M | 0.17% | 129 |
|