Barclays
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Barclays’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Barclays’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
Q4 		– Sell
-325
Closed -$16K – 4251
2021
Q3 		$16K Buy
325
+35
+12% +$1.69K ﹤0.01% 4436
2021
Q2 		$14K Buy
+290
New +$14.2K ﹤0.01% 4565
2015
Q3 		– Sell
-408
Closed -$11K – 6874
2015
Q2 		$11K Hold
408
– – ﹤0.01% 6037
2015
Q1 		$11K Hold
408
– – ﹤0.01% 6170
2014
Q4 		$11K Hold
408
– – ﹤0.01% 6664
2014
Q3 		$10K Buy
+408
New +$10.9K ﹤0.01% 6873

Other funds holding EES

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Barclays's EES Position: Q4 2021 in Review

Barclays sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q4 2021, closing a stake of 325 shares — an estimated $16K sold.

Barclays first reported a position in EES in Q3 2014 and held it in 6 quarters. The position peaked at $16K in Q3 2021. 126 funds tracked by Wall St. Rank hold EES as of Q4 2021.

  • Barclays reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q4 2021 after selling out during the quarter.
  • Barclays sold 325 WisdomTree US SmallCap Earnings Fund shares in Q4 2021, an estimated $16K.
  • Barclays first reported a position in WisdomTree US SmallCap Earnings Fund in Q3 2014 and held it in 6 quarters.
  • Barclays's WisdomTree US SmallCap Earnings Fund position peaked at $16K in Q3 2021.
  • 126 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q4 2021.

Based on Barclays's 13F filing for Q4 2021, filed 14 Feb 2022.