Bank of Nova Scotia
EES icon

Bank of Nova Scotia’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Bank of Nova Scotia’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
2024
Q2 		– Sell
-39,760
Closed -$1.99M – 1017
2024
Q1 		$1.99M Buy
+39,760
New +$1.91M ﹤0.01% 658
2023
Q1 		– Sell
-27,720
Closed -$1.18M – 1159
2022
Q4 		$1.18M Sell
27,720
-5,000
-15% -$216K ﹤0.01% 772
2022
Q3 		$1.28M Sell
32,720
-10,140
-24% -$441K ﹤0.01% 747
2022
Q2 		$1.76M Buy
+42,860
New +$1.91M ﹤0.01% 722

Other funds holding EES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM

Bank of Nova Scotia's EES Position: Q2 2024 in Review

Bank of Nova Scotia sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q2 2024, closing a stake of 39,760 shares — an estimated $1.99M sold.

Bank of Nova Scotia first reported a position in EES in Q2 2022 and held it in 4 quarters. The position peaked at $1.99M in Q1 2024. 143 funds tracked by Wall St. Rank hold EES as of Q2 2024.

  • Bank of Nova Scotia reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q2 2024 after selling out during the quarter.
  • Bank of Nova Scotia sold 39,760 WisdomTree US SmallCap Earnings Fund shares in Q2 2024, an estimated $1.99M.
  • Bank of Nova Scotia first reported a position in WisdomTree US SmallCap Earnings Fund in Q2 2022 and held it in 4 quarters.
  • Bank of Nova Scotia's WisdomTree US SmallCap Earnings Fund position peaked at $1.99M in Q1 2024.
  • 143 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2024.

Based on Bank of Nova Scotia's 13F filing for Q2 2024, filed 14 Aug 2024.