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Avior Wealth Management’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Avior Wealth Management’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
2021
Q1 		– Sell
-11
Closed – – 1037
2020
Q4 		$0 Sell
11
-15
-58% -$525 ﹤0.01% 999
2020
Q3 		$0 Hold
26
– – ﹤0.01% 948
2020
Q2 		$0 Hold
26
– – ﹤0.01% 918
2020
Q1 		$0 Hold
26
– – ﹤0.01% 806
2019
Q4 		$1K Hold
26
– – ﹤0.01% 745
2019
Q3 		$0 Buy
26
+20
+333% +$698 ﹤0.01% 801
2019
Q2 		$0 Hold
6
– – ﹤0.01% 842
2019
Q1 		$0 Hold
6
– – ﹤0.01% 664
2018
Q4 		$0 Buy
+6
New +$214 ﹤0.01% 720

Other funds holding EES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Avior Wealth Management's EES Position: Q1 2021 in Review

Avior Wealth Management sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q1 2021, closing a stake of 11 shares.

Avior Wealth Management first reported a position in EES in Q4 2018 and held it in 9 quarters. The position peaked at $1K in Q4 2019. 111 funds tracked by Wall St. Rank hold EES as of Q1 2021.

  • Avior Wealth Management reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q1 2021 after selling out during the quarter.
  • Avior Wealth Management sold 11 WisdomTree US SmallCap Earnings Fund shares in Q1 2021.
  • Avior Wealth Management first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2018 and held it in 9 quarters.
  • Avior Wealth Management's WisdomTree US SmallCap Earnings Fund position peaked at $1K in Q4 2019.
  • 111 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q1 2021.

Based on Avior Wealth Management's 13F filing for Q1 2021, filed 11 May 2021.