Wilson & Boucher Capital Management’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 | $275K | Hold |
5,400
| – | – | 0.19% | 96 |
|
|
2025
Q1 | $264K | Hold |
5,400
| – | – | 0.2% | 97 |
|
|
2024
Q4 | $291K | Hold |
5,400
| – | – | 0.21% | 96 |
|
|
2024
Q3 | $285K | Hold |
5,400
| – | – | 0.2% | 99 |
|
|
2024
Q2 | $255K | Hold |
5,400
| – | – | 0.2% | 101 |
|
|
2024
Q1 | $271K | Hold |
5,400
| – | – | 0.21% | 98 |
|
|
2023
Q4 | $269K | Hold |
5,400
| – | – | 0.23% | 91 |
|
|
2023
Q3 | $234K | Hold |
5,400
| – | – | 0.22% | 94 |
|
|
2023
Q2 | $242K | Hold |
5,400
| – | – | 0.22% | 97 |
|
|
2023
Q1 | $233K | Hold |
5,400
| – | – | 0.22% | 97 |
|
|
2022
Q4 | $230K | Hold |
5,400
| – | – | 0.24% | 91 |
|
|
2022
Q3 | $212K | Hold |
5,400
| – | – | 0.25% | 86 |
|
|
2022
Q2 | $222K | Hold |
5,400
| – | – | 0.24% | 92 |
|
|
2022
Q1 | $259K | Hold |
5,400
| – | – | 0.23% | 93 |
|
|
2021
Q4 | $278K | Buy |
+5,400
| New | +$278K | 0.25% | 88 |
|