World Equity Group’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 | $293K | Sell |
5,751
-125
| -2% | -$6.37K | 0.08% | 250 |
|
|
2025
Q1 | $291K | Sell |
5,876
-5,276
| -47% | -$262K | 0.08% | 229 |
|
|
2024
Q4 | $602K | Buy |
11,152
+6,701
| +151% | +$361K | 0.13% | 167 |
|
|
2024
Q3 | $235K | Buy |
+4,451
| New | +$235K | 0.08% | 224 |
|
|
2023
Q2 | – | Sell |
-2,035
| Closed | -$767K | – | 378 |
|
|
2023
Q1 | $767K | Buy |
+2,035
| New | +$767K | 0.11% | 205 |
|
|
2022
Q2 | – | Sell |
-10,826
| Closed | -$519K | – | 354 |
|
|
2022
Q1 | $519K | Buy |
+10,826
| New | +$519K | 0.11% | 205 |
|