World 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
2025
Q2
Sell
-4,181
Closed -$204K 1140
2025
Q1
$204K Sell
4,181
-38,475
-90% -$1.88M 0.01% 1002
2024
Q4
$2.3M Buy
42,656
+958
+2% +$51.7K 0.06% 303
2024
Q3
$2.2M Buy
+41,698
New +$2.2M 0.07% 282