Advocacy Wealth Management Services’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Advocacy Wealth Management Services’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
2017 Q4	–	Sell	-3,087	Closed	-$99K	–	227
2017 Q3	$99K	Buy	+3,087	New	+$101K	0.04%	39
2017 Q2	–	Sell	-3,087	Closed	-$99K	–	283
2017 Q1	$99K	Hold	3,087	–	–	0.03%	48
2016 Q4	$100K	Hold	3,087	–	–	0.03%	46
2016 Q3	$87K	Hold	3,087	–	–	0.03%	78
2016 Q2	$81K	Sell	3,087 -78	-2%	-$2.03K	0.04%	109
2016 Q1	$81K	Buy	3,165 +1,542	+95%	+$36.4K	0.06%	145
2015 Q4	$41K	Buy	+1,623	New	+$42.3K	0.05%	183

Other funds holding EES

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

3AM

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

SWM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIC

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Advocacy Wealth Management Services's EES Position: Q4 2017 in Review

Advocacy Wealth Management Services sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q4 2017, closing a stake of 3,087 shares — an estimated $99K sold.

Advocacy Wealth Management Services first reported a position in EES in Q4 2015 and held it in 7 quarters. The position peaked at $100K in Q4 2016. 77 funds tracked by Wall St. Rank hold EES as of Q4 2017.

Advocacy Wealth Management Services reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q4 2017 after selling out during the quarter.
Advocacy Wealth Management Services sold 3,087 WisdomTree US SmallCap Earnings Fund shares in Q4 2017, an estimated $99K.
Advocacy Wealth Management Services first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2015 and held it in 7 quarters.
Advocacy Wealth Management Services's WisdomTree US SmallCap Earnings Fund position peaked at $100K in Q4 2016.
77 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q4 2017.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2017, filed 12 Jan 2018.