William Blair & Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $371K | Sell |
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|
2025
Q2 | $642K | Sell |
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|
2025
Q1 | $701K | Sell |
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|
2024
Q4 | $1.04M | Buy |
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|
2024
Q3 | $263K | Sell |
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|
2024
Q2 | $501K | Sell |
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|
2024
Q1 | $536K | Buy |
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|
2023
Q4 | $506K | Hold |
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|
2023
Q3 | $439K | Hold |
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|
2023
Q2 | $455K | Hold |
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|
2023
Q1 | $439K | Buy |
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|
2022
Q4 | $191K | Sell |
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|
2022
Q3 | $689K | Hold |
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|
2022
Q2 | $723K | Sell |
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|
2022
Q1 | $1.3M | Buy |
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|
2021
Q4 | $1.32M | Buy |
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|
2021
Q3 | $78K | Hold |
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|
2021
Q2 | $80K | Hold |
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|
2021
Q1 | $76K | Buy |
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|
2020
Q4 | $43K | Hold |
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|
2020
Q3 | $33K | Sell |
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|
2020
Q2 | $32K | Sell |
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|
2020
Q1 | $53K | Sell |
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|
2019
Q4 | $208K | Buy |
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|
2019
Q3 | $192K | Buy |
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|
2019
Q2 | $58K | Sell |
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|
2019
Q1 | $205K | Buy |
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|
2018
Q4 | $36K | Hold |
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|
2018
Q3 | $44K | Hold |
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|
2018
Q2 | $43K | Hold |
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|
2018
Q1 | $40K | Buy |
|