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BSW Wealth Partners’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

BSW Wealth Partners’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
2020
Q2 		– Sell
-109,894
Closed -$2.45M – 145
2020
Q1 		$2.45M Buy
+109,894
New +$3.54M 1.02% 21

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LW
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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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return

BSW Wealth Partners's EES Position: Q2 2020 in Review

BSW Wealth Partners sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q2 2020, closing a stake of 109,894 shares — an estimated $2.45M sold.

BSW Wealth Partners first reported a position in EES in Q1 2020 and held it in 1 quarter. The position peaked at $2.45M in Q1 2020. 107 funds tracked by Wall St. Rank hold EES as of Q2 2020.

  • BSW Wealth Partners reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q2 2020 after selling out during the quarter.
  • BSW Wealth Partners sold 109,894 WisdomTree US SmallCap Earnings Fund shares in Q2 2020, an estimated $2.45M.
  • BSW Wealth Partners first reported a position in WisdomTree US SmallCap Earnings Fund in Q1 2020 and held it in 1 quarter.
  • BSW Wealth Partners's WisdomTree US SmallCap Earnings Fund position peaked at $2.45M in Q1 2020.
  • 107 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2020.

Based on BSW Wealth Partners's 13F filing for Q2 2020, filed 13 Aug 2020.