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

Arcus Capital 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
2023
Q1 		– Sell
-10
Closed -$426 – 182
2022
Q4 		$426 Buy
+10
New +$432 ﹤0.01% 354

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LPL Financial
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SC
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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

Arcus Capital Partners's EES Position: Q1 2023 in Review

Arcus Capital Partners sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q1 2023, closing a stake of 10 shares — an estimated $426 sold.

Arcus Capital Partners first reported a position in EES in Q4 2022 and held it in 1 quarter. The position peaked at $426 in Q4 2022. 118 funds tracked by Wall St. Rank hold EES as of Q1 2023.

  • Arcus Capital Partners reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q1 2023 after selling out during the quarter.
  • Arcus Capital Partners sold 10 WisdomTree US SmallCap Earnings Fund shares in Q1 2023, an estimated $426.
  • Arcus Capital Partners first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2022 and held it in 1 quarter.
  • Arcus Capital Partners's WisdomTree US SmallCap Earnings Fund position peaked at $426 in Q4 2022.
  • 118 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q1 2023.

Based on Arcus Capital Partners's 13F filing for Q1 2023, filed 9 May 2023.