Wells Fargo’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.44M | Buy |
145,477
+4,085
| +3% | +$241K | ﹤0.01% | 2174 |
|
|
2025
Q4 | $8.05M | Buy |
141,392
+18,621
| +15% | +$1.04M | ﹤0.01% | 2234 |
|
|
2025
Q3 | $6.86M | Sell |
122,771
-1,800
| -1% | -$97.5K | ﹤0.01% | 2316 |
|
|
2025
Q2 | $6.35M | Buy |
124,571
+52,645
| +73% | +$2.54M | ﹤0.01% | 2283 |
|
|
2025
Q1 | $3.51M | Buy |
71,926
+1,777
| +3% | +$93.6K | ﹤0.01% | 2693 |
|
|
2024
Q4 | $3.78M | Sell |
70,149
-577
| -0.8% | -$31.7K | ﹤0.01% | 2667 |
|
|
2024
Q3 | $3.73M | Sell |
70,726
-4,717
| -6% | -$239K | ﹤0.01% | 2583 |
|
|
2024
Q2 | $3.56M | Sell |
75,443
-4,412
| -6% | -$211K | ﹤0.01% | 2525 |
|
|
2024
Q1 | $4M | Sell |
79,855
-4,379
| -5% | -$211K | ﹤0.01% | 2429 |
|
|
2023
Q4 | $4.2M | Sell |
84,234
-17,983
| -18% | -$795K | ﹤0.01% | 2342 |
|
|
2023
Q3 | $4.42M | Buy |
102,217
+2,765
| +3% | +$126K | ﹤0.01% | 2203 |
|
|
2023
Q2 | $4.46M | Sell |
99,452
-59,939
| -38% | -$2.56M | ﹤0.01% | 2236 |
|
|
2023
Q1 | $6.89M | Buy |
159,391
+3,331
| +2% | +$151K | ﹤0.01% | 1866 |
|
|
2022
Q4 | $6.65M | Buy |
156,060
+46,184
| +42% | +$2M | ﹤0.01% | 1857 |
|
|
2022
Q3 | $4.3M | Sell |
109,876
-53,256
| -33% | -$2.32M | ﹤0.01% | 2111 |
|
|
2022
Q2 | $6.71M | Buy |
163,132
+70,494
| +76% | +$3.14M | ﹤0.01% | 1858 |
|
|
2022
Q1 | $4.44M | Buy |
92,638
+6,270
| +7% | +$305K | ﹤0.01% | 2548 |
|
|
2021
Q4 | $4.44M | Buy |
86,368
+5,354
| +7% | +$273K | ﹤0.01% | 2694 |
|
|
2021
Q3 | $3.92M | Sell |
81,014
-74,739
| -48% | -$3.61M | ﹤0.01% | 3073 |
|
|
2021
Q2 | $7.69M | Buy |
155,753
+7,104
| +5% | +$349K | ﹤0.01% | 2454 |
|
|
2021
Q1 | $7.04M | Buy |
148,649
+52,648
| +55% | +$2.35M | ﹤0.01% | 2514 |
|
|
2020
Q4 | $3.74M | Buy |
96,001
+10,028
| +12% | +$351K | ﹤0.01% | 2996 |
|
|
2020
Q3 | $2.57M | Sell |
85,973
-30,461
| -26% | -$919K | ﹤0.01% | 3102 |
|
|
2020
Q2 | $3.31M | Sell |
116,434
-34,638
| -23% | -$902K | ﹤0.01% | 2846 |
|
|
2020
Q1 | $3.37M | Sell |
151,072
-59,665
| -28% | -$1.92M | ﹤0.01% | 2560 |
|
|
2019
Q4 | $8.1M | Buy |
210,737
+8,785
| +4% | +$325K | ﹤0.01% | 2145 |
|
|
2019
Q3 | $7.19M | Sell |
201,952
-78,323
| -28% | -$2.73M | ﹤0.01% | 2211 |
|
|
2019
Q2 | $10.1M | Sell |
280,275
-103,620
| -27% | -$3.74M | ﹤0.01% | 1962 |
|
|
2019
Q1 | $13.9M | Sell |
383,895
-12,105
| -3% | -$437K | ﹤0.01% | 1705 |
|
|
2018
Q4 | $12.7M | Sell |
396,000
-90,607
| -19% | -$3.23M | ﹤0.01% | 1696 |
|
|
2018
Q3 | $19.4M | Buy |
486,607
+23,192
| +5% | +$927K | 0.01% | 1519 |
|
|
2018
Q2 | $17.9M | Buy |
463,415
+78,506
| +20% | +$2.95M | 0.01% | 1581 |
|
|
2018
Q1 | $13.8M | Buy |
384,909
+91,390
| +31% | +$3.33M | ﹤0.01% | 1732 |
|
|
2017
Q4 | $10.6M | Sell |
293,519
-14,711
| -5% | -$524K | ﹤0.01% | 1958 |
|
|
2017
Q3 | $10.8M | Buy |
308,230
+10,328
| +3% | +$338K | ﹤0.01% | 1907 |
|
|
2017
Q2 | $9.78M | Buy |
297,902
+4,582
| +2% | +$148K | ﹤0.01% | 1917 |
|
|
2017
Q1 | $9.45M | Buy |
293,320
+127,129
| +76% | +$4.09M | ﹤0.01% | 1927 |
|
|
2016
Q4 | $5.41M | Buy |
166,191
+34,485
| +26% | +$1.03M | ﹤0.01% | 2343 |
|
|
2016
Q3 | $3.73M | Buy |
131,706
+28,284
| +27% | +$784K | ﹤0.01% | 2481 |
|
|
2016
Q2 | $2.72M | Sell |
103,422
-3,573
| -3% | -$93K | ﹤0.01% | 2755 |
|
|
2016
Q1 | $2.74M | Sell |
106,995
-90,789
| -46% | -$2.14M | ﹤0.01% | 2697 |
|
|
2015
Q4 | $5M | Sell |
197,784
-61,782
| -24% | -$1.61M | ﹤0.01% | 2326 |
|
|
2015
Q3 | $6.36M | Sell |
259,566
-322,041
| -55% | -$8.5M | ﹤0.01% | 2139 |
|
|
2015
Q2 | $16.4M | Buy |
581,607
+59,463
| +11% | +$1.69M | 0.01% | 1513 |
|
|
2015
Q1 | $14.7M | Buy |
522,144
+40,818
| +8% | +$1.11M | 0.01% | 1556 |
|
|
2014
Q4 | $13.3M | Sell |
481,326
-1,008
| -0.2% | -$26.7K | 0.01% | 1592 |
|
|
2014
Q3 | $12.2M | Sell |
482,334
-53,973
| -10% | -$1.44M | 0.01% | 1609 |
|
|
2014
Q2 | $14.8M | Sell |
536,307
-35,955
| -6% | -$961K | 0.01% | 1513 |
|
|
2014
Q1 | $15.6M | Buy |
572,262
+5,937
| +1% | +$158K | 0.01% | 1443 |
|
|
2013
Q4 | $15.4M | Buy |
566,325
+297,195
| +110% | +$7.69M | 0.01% | 1401 |
|
|
2013
Q3 | $6.64M | Buy |
269,130
+81,573
| +43% | +$1.95M | ﹤0.01% | 1971 |
|
|
2013
Q2 | $4.18M | Buy |
+187,557
| New | +$4.05M | ﹤0.01% | 2253 |
|
Other funds holding EES
KFI
SC
AWA