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AlphaCore Capital’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

AlphaCore Capital’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
Q3 		– Sell
-123
Closed -$3K – 64
2020
Q2 		$3K Sell
123
-74
-38% -$1.93K ﹤0.01% 64
2020
Q1 		$4K Hold
197
– – ﹤0.01% 264
2019
Q4 		$8K Buy
+197
New +$7.28K ﹤0.01% 114

Other funds holding EES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
LW
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AlphaCore Capital's EES Position: Q3 2020 in Review

AlphaCore Capital sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q3 2020, closing a stake of 123 shares — an estimated $3K sold.

AlphaCore Capital first reported a position in EES in Q4 2019 and held it in 3 quarters. The position peaked at $8K in Q4 2019. 97 funds tracked by Wall St. Rank hold EES as of Q3 2020.

  • AlphaCore Capital reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q3 2020 after selling out during the quarter.
  • AlphaCore Capital sold 123 WisdomTree US SmallCap Earnings Fund shares in Q3 2020, an estimated $3K.
  • AlphaCore Capital first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2019 and held it in 3 quarters.
  • AlphaCore Capital's WisdomTree US SmallCap Earnings Fund position peaked at $8K in Q4 2019.
  • 97 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q3 2020.

Based on AlphaCore Capital's 13F filing for Q3 2020, filed 5 Nov 2020.