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BLB&B Advisors’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

BLB&B Advisors’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
2015
Q1 		– Sell
-10,320
Closed -$285K – 283
2014
Q4 		$285K Hold
10,320
– – 0.06% 221
2014
Q3 		$262K Hold
10,320
– – 0.06% 234
2014
Q2 		$284K Hold
10,320
– – 0.06% 229
2014
Q1 		$281K Buy
10,320
+180
+2% +$4.79K 0.06% 231
2013
Q4 		$276K Sell
10,140
-1,140
-10% -$29.5K 0.07% 211
2013
Q3 		$278K Sell
11,280
-1,110
-9% -$26.5K 0.07% 204
2013
Q2 		$276K Buy
+12,390
New +$267K 0.08% 199

Other funds holding EES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return