American Portfolios Advisors’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

American Portfolios Advisors’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
2022 Q3	$103K	Hold	2,625	–	–	﹤0.01%	1348
2022 Q2	$108K	Hold	2,625	–	–	﹤0.01%	1355
2022 Q1	$126K	Sell	2,625 -144	-5%	-$7K	﹤0.01%	1398
2021 Q4	$142K	Buy	2,769 +144	+5%	+$7.34K	﹤0.01%	1335
2021 Q3	$127K	Hold	2,625	–	–	﹤0.01%	1345
2021 Q2	$130K	Hold	2,625	–	–	0.01%	1308
2021 Q1	$124K	Hold	2,625	–	–	0.01%	1240
2020 Q4	$102K	Hold	2,625	–	–	0.01%	1151
2020 Q3	$78.4K	Buy	2,625 +1,625	+163%	+$49K	﹤0.01%	1160
2020 Q2	$28.4K	Hold	1,000	–	–	﹤0.01%	1501
2020 Q1	$22.3K	Hold	1,000	–	–	﹤0.01%	1490
2019 Q4	$38.5K	Hold	1,000	–	–	﹤0.01%	1452
2019 Q3	$35.6K	Hold	1,000	–	–	﹤0.01%	1427
2019 Q2	$35.9K	Hold	1,000	–	–	﹤0.01%	1413
2019 Q1	$36.1K	Hold	1,000	–	–	﹤0.01%	1325
2018 Q4	$32K	Hold	1,000	–	–	﹤0.01%	1200
2018 Q3	$39.8K	Hold	1,000	–	–	﹤0.01%	1211
2018 Q2	$38.7K	Buy	+1,000	New	+$37.6K	0.01%	1172

Other funds holding EES

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

RJFSA

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

3LCM

3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

American Portfolios Advisors's EES Position: Q3 2022 in Review

American Portfolios Advisors held its WisdomTree US SmallCap Earnings Fund (EES) position steady in Q3 2022 at 2,625 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #1348.

American Portfolios Advisors first reported a position in EES in Q2 2018 and has held it in 18 quarters since. The position peaked at $142K in Q4 2021. 116 funds tracked by Wall St. Rank hold EES as of Q3 2022.

American Portfolios Advisors held 2,625 shares of WisdomTree US SmallCap Earnings Fund worth $103K as of Q3 2022.
American Portfolios Advisors left its WisdomTree US SmallCap Earnings Fund share count unchanged in Q3 2022.
WisdomTree US SmallCap Earnings Fund made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1348 holding.
American Portfolios Advisors first reported a position in WisdomTree US SmallCap Earnings Fund in Q2 2018 and has held it in 18 quarters since.
American Portfolios Advisors's WisdomTree US SmallCap Earnings Fund position peaked at $142K in Q4 2021.
116 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.