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BlackDiamond Wealth Management’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

BlackDiamond Wealth Management’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
Q2 		– Sell
-31,940
Closed -$1.53M – 113
2022
Q1 		$1.53M Sell
31,940
-8,354
-21% -$406K 1.83% 16
2021
Q4 		$2.07M Buy
+40,294
New +$2.05M 2.38% 7

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
KSWA
Kathleen S. Wright Associates Pittsburgh, Pennsylvania $270M AUM 12.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackDiamond Wealth Management's EES Position: Q2 2022 in Review

BlackDiamond Wealth Management sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q2 2022, closing a stake of 31,940 shares — an estimated $1.53M sold.

BlackDiamond Wealth Management first reported a position in EES in Q4 2021 and held it in 2 quarters. The position peaked at $2.07M in Q4 2021. 117 funds tracked by Wall St. Rank hold EES as of Q2 2022.

  • BlackDiamond Wealth Management reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q2 2022 after selling out during the quarter.
  • BlackDiamond Wealth Management sold 31,940 WisdomTree US SmallCap Earnings Fund shares in Q2 2022, an estimated $1.53M.
  • BlackDiamond Wealth Management first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2021 and held it in 2 quarters.
  • BlackDiamond Wealth Management's WisdomTree US SmallCap Earnings Fund position peaked at $2.07M in Q4 2021.
  • 117 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2022.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.