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Atlanta Financial Associates’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Atlanta Financial Associates’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
-10,400
Closed -$295K – 69
2020
Q2 		$295K Hold
10,400
– – 0.16% 46
2020
Q1 		$232K Buy
+10,400
New +$335K 0.18% 47

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UBS Group
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RJFSA
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
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Atlanta Financial Associates's EES Position: Q3 2020 in Review

Atlanta Financial Associates sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q3 2020, closing a stake of 10,400 shares — an estimated $295K sold.

Atlanta Financial Associates first reported a position in EES in Q1 2020 and held it in 2 quarters. The position peaked at $295K in Q2 2020. 97 funds tracked by Wall St. Rank hold EES as of Q3 2020.

  • Atlanta Financial Associates reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q3 2020 after selling out during the quarter.
  • Atlanta Financial Associates sold 10,400 WisdomTree US SmallCap Earnings Fund shares in Q3 2020, an estimated $295K.
  • Atlanta Financial Associates first reported a position in WisdomTree US SmallCap Earnings Fund in Q1 2020 and held it in 2 quarters.
  • Atlanta Financial Associates's WisdomTree US SmallCap Earnings Fund position peaked at $295K in Q2 2020.
  • 97 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q3 2020.

Based on Atlanta Financial Associates's 13F filing for Q3 2020, filed 6 Nov 2020.