Advisornet Financial’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Advisornet Financial’s Portfolio EES Stock Details EES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-2,445	Closed	-$94K	–	1809
2019 Q4	$94K	Hold	2,445	–	–	0.01%	696
2019 Q3	$87K	Sell	2,445 -275	-10%	-$9.6K	0.01%	719
2019 Q2	$98K	Buy	2,720 +975	+56%	+$35.2K	0.01%	616
2019 Q1	$63K	Buy	+1,745	New	+$63K	0.01%	672
2018 Q2	–	Sell	-7,728	Closed	-$276K	–	1586
2018 Q1	$276K	Hold	7,728	–	–	0.04%	336
2017 Q4	$280K	Buy	+7,728	New	+$275K	0.04%	296

Other funds holding EES

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SWM

SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

HFA

Huber Financial Advisors Lincolnshire, Illinois $267M AUM 9.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Advisornet Financial's EES Position: Q1 2020 in Review

Advisornet Financial sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q1 2020, closing a stake of 2,445 shares — an estimated $94K sold.

Advisornet Financial first reported a position in EES in Q4 2017 and held it in 6 quarters. The position peaked at $280K in Q4 2017. 112 funds tracked by Wall St. Rank hold EES as of Q1 2020.

Advisornet Financial reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q1 2020 after selling out during the quarter.
Advisornet Financial sold 2,445 WisdomTree US SmallCap Earnings Fund shares in Q1 2020, an estimated $94K.
Advisornet Financial first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2017 and held it in 6 quarters.
Advisornet Financial's WisdomTree US SmallCap Earnings Fund position peaked at $280K in Q4 2017.
112 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q1 2020.

Based on Advisornet Financial's 13F filing for Q1 2020, filed 14 May 2020.