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Brand Asset Management Group’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Brand Asset Management 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
2019
Q3 		– Sell
-1,161
Closed -$42K – 315
2019
Q2 		$42K Buy
+1,161
New +$41.9K 0.03% 153

Other funds holding EES

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HFA
Huber Financial Advisors Lincolnshire, Illinois $267M AUM 9.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return

Brand Asset Management Group's EES Position: Q3 2019 in Review

Brand Asset Management Group sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q3 2019, closing a stake of 1,161 shares — an estimated $42K sold.

Brand Asset Management Group first reported a position in EES in Q2 2019 and held it in 1 quarter. The position peaked at $42K in Q2 2019. 122 funds tracked by Wall St. Rank hold EES as of Q3 2019.

  • Brand Asset Management Group reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q3 2019 after selling out during the quarter.
  • Brand Asset Management Group sold 1,161 WisdomTree US SmallCap Earnings Fund shares in Q3 2019, an estimated $42K.
  • Brand Asset Management Group first reported a position in WisdomTree US SmallCap Earnings Fund in Q2 2019 and held it in 1 quarter.
  • Brand Asset Management Group's WisdomTree US SmallCap Earnings Fund position peaked at $42K in Q2 2019.
  • 122 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q3 2019.

Based on Brand Asset Management Group's 13F filing for Q3 2019, filed 18 Oct 2019.