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Benedetti & Gucer’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Benedetti & Gucer’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
2022
Q1 		– Sell
-3,944
Closed -$202K – 100
2021
Q4 		$202K Buy
+3,944
New +$201K 0.14% 91

Other funds holding EES

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Benedetti & Gucer's EES Position: Q1 2022 in Review

Benedetti & Gucer sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q1 2022, closing a stake of 3,944 shares — an estimated $202K sold.

Benedetti & Gucer first reported a position in EES in Q4 2021 and held it in 1 quarter. The position peaked at $202K in Q4 2021. 122 funds tracked by Wall St. Rank hold EES as of Q1 2022.

  • Benedetti & Gucer reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q1 2022 after selling out during the quarter.
  • Benedetti & Gucer sold 3,944 WisdomTree US SmallCap Earnings Fund shares in Q1 2022, an estimated $202K.
  • Benedetti & Gucer first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2021 and held it in 1 quarter.
  • Benedetti & Gucer's WisdomTree US SmallCap Earnings Fund position peaked at $202K in Q4 2021.
  • 122 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q1 2022.

Based on Benedetti & Gucer's 13F filing for Q1 2022, filed 22 Apr 2022.