AAP
EES icon

Arax Advisory Partners’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Arax Advisory Partners’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
Q4 		– Sell
-3,959
Closed -$118K – 739
2020
Q3 		$118K Hold
3,959
– – 0.02% 247
2020
Q2 		$112K Hold
3,959
– – 0.02% 245
2020
Q1 		$88K Sell
3,959
-400
-9% -$12.9K 0.02% 253
2019
Q4 		$168K Sell
4,359
-225
-5% -$8.31K 0.05% 179
2019
Q3 		$163K Buy
4,584
+243
+6% +$8.48K 0.05% 178
2019
Q2 		$156K Buy
+4,341
New +$157K 0.05% 171
2018
Q4 		$26K Hold
800
– – 0.01% 343
2018
Q3 		$32K Buy
+800
New +$32K 0.01% 340

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return