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Bank Hapoalim BM’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Bank Hapoalim BM’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
Q1 		– Sell
-8,184
Closed -$315K – 162
2019
Q4 		$315K Hold
8,184
– – 0.07% 138
2019
Q3 		$290K Sell
8,184
-3,779
-32% -$132K 0.07% 135
2019
Q2 		$429K Sell
11,963
-180
-1% -$6.5K 0.11% 119
2019
Q1 		$438K Hold
12,143
– – 0.11% 114
2018
Q4 		$389K Hold
12,143
– – 0.12% 113
2018
Q3 		$484K Buy
12,143
+350
+3% +$14K 0.12% 125
2018
Q2 		$456K Sell
11,793
-612
-5% -$23K 0.12% 128
2018
Q1 		$443K Sell
12,405
-402
-3% -$14.6K 0.11% 124
2017
Q4 		$464 Sell
12,807
-1,389
-10% -$49.5K 0.1% 134
2017
Q3 		$496K Sell
14,196
-1,236
-8% -$40.5K 0.11% 139
2017
Q2 		$507K Buy
15,432
+78
+0.5% +$2.52K 0.12% 122
2017
Q1 		$495K Hold
15,354
– – 0.12% 123
2016
Q4 		$500K Hold
15,354
– – 0.13% 112
2016
Q3 		$435K Sell
15,354
-1,740
-10% -$48.2K 0.1% 139
2016
Q2 		$450K Hold
17,094
– – 0.11% 125
2016
Q1 		$438K Sell
17,094
-3,807
-18% -$89.9K 0.1% 112
2015
Q4 		$528K Sell
20,901
-1,893
-8% -$49.3K 0.12% 107
2015
Q3 		$558K Sell
22,794
-807
-3% -$21.3K 0.13% 102
2015
Q2 		$665K Sell
23,601
-2,547
-10% -$72.4K 0.13% 106
2015
Q1 		$737K Sell
26,148
-2,430
-9% -$66.2K 0.13% 98
2014
Q4 		$788K Sell
28,578
-795
-3% -$21.1K 0.17% 87
2014
Q3 		$745K Sell
29,373
-2,979
-9% -$79.5K 0.17% 87
2014
Q2 		$891K Buy
32,352
+6,015
+23% +$161K 0.22% 70
2014
Q1 		$716K Buy
26,337
+11,145
+73% +$297K 0.2% 69
2013
Q4 		$413K Buy
+15,192
New +$393K 0.13% 95

Other funds holding EES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 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
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
HFA
Huber Financial Advisors Lincolnshire, Illinois $267M AUM 9.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank Hapoalim BM's EES Position: Q1 2020 in Review

Bank Hapoalim BM sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q1 2020, closing a stake of 8,184 shares — an estimated $315K sold.

Bank Hapoalim BM first reported a position in EES in Q4 2013 and held it in 25 quarters. The position peaked at $891K in Q2 2014. 112 funds tracked by Wall St. Rank hold EES as of Q1 2020.

  • Bank Hapoalim BM reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q1 2020 after selling out during the quarter.
  • Bank Hapoalim BM sold 8,184 WisdomTree US SmallCap Earnings Fund shares in Q1 2020, an estimated $315K.
  • Bank Hapoalim BM first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2013 and held it in 25 quarters.
  • Bank Hapoalim BM's WisdomTree US SmallCap Earnings Fund position peaked at $891K in Q2 2014.
  • 112 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q1 2020.

Based on Bank Hapoalim BM's 13F filing for Q1 2020, filed 6 May 2020.