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Bellwether Investment Group’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Bellwether Investment Group’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
2017
Q1 		– Sell
-213
Closed -$7K – 821
2016
Q4 		$7K Buy
+213
New +$6.38K 0.01% 721
2016
Q2 		$6K Buy
+213
New +$5.54K 0.01% 472

Other funds holding EES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Bellwether Investment Group's EES Position: Q1 2017 in Review

Bellwether Investment Group sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q1 2017, closing a stake of 213 shares — an estimated $7K sold.

Bellwether Investment Group first reported a position in EES in Q2 2016 and held it in 2 quarters. The position peaked at $7K in Q4 2016. 72 funds tracked by Wall St. Rank hold EES as of Q1 2017.

  • Bellwether Investment Group reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 213 WisdomTree US SmallCap Earnings Fund shares in Q1 2017, an estimated $7K.
  • Bellwether Investment Group first reported a position in WisdomTree US SmallCap Earnings Fund in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's WisdomTree US SmallCap Earnings Fund position peaked at $7K in Q4 2016.
  • 72 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.