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Ameritas Advisory Services’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Ameritas Advisory 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
2023
Q2 		– Sell
-2,100
Closed -$90.7K – 1081
2023
Q1 		$90.7K Buy
+2,100
New +$95.1K ﹤0.01% 1037

Other funds holding EES

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

Ameritas Advisory Services's EES Position: Q2 2023 in Review

Ameritas Advisory Services sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q2 2023, closing a stake of 2,100 shares — an estimated $90.7K sold.

Ameritas Advisory Services first reported a position in EES in Q1 2023 and held it in 1 quarter. The position peaked at $90.7K in Q1 2023. 116 funds tracked by Wall St. Rank hold EES as of Q2 2023.

  • Ameritas Advisory Services reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q2 2023 after selling out during the quarter.
  • Ameritas Advisory Services sold 2,100 WisdomTree US SmallCap Earnings Fund shares in Q2 2023, an estimated $90.7K.
  • Ameritas Advisory Services first reported a position in WisdomTree US SmallCap Earnings Fund in Q1 2023 and held it in 1 quarter.
  • Ameritas Advisory Services's WisdomTree US SmallCap Earnings Fund position peaked at $90.7K in Q1 2023.
  • 116 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2023.

Based on Ameritas Advisory Services's 13F filing for Q2 2023, filed 25 Jul 2023.