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Cadence Bank NA’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Cadence Bank NA’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
-4,814
Closed -$231K – 210
2022
Q1 		$231K Sell
4,814
-17
-0.4% -$826 0.06% 197
2021
Q4 		$248K Sell
4,831
-122
-2% -$6.22K 0.07% 189
2021
Q3 		$240K Sell
4,953
-359
-7% -$17.4K 0.07% 191
2021
Q2 		$263K Sell
5,312
-362
-6% -$17.8K 0.08% 184
2021
Q1 		$269K Sell
5,674
-233
-4% -$10.4K 0.08% 178
2020
Q4 		$230K Sell
5,907
-1,021
-15% -$35.8K 0.08% 178
2020
Q3 		$207K Sell
6,928
-486
-7% -$14.7K 0.08% 173
2020
Q2 		$210K Buy
+7,414
New +$193K 0.09% 164
2020
Q1 		– Sell
-7,076
Closed -$272K – 170
2019
Q4 		$272K Hold
7,076
– – 0.1% 160
2019
Q3 		$252K Buy
7,076
+69
+1% +$2.41K 0.1% 160
2019
Q2 		$251K Buy
7,007
+1,149
+20% +$41.5K 0.1% 155
2019
Q1 		$212K Buy
+5,858
New +$211K 0.08% 162
2018
Q4 		– Sell
-6,009
Closed -$239K – 163
2018
Q3 		$239K Sell
6,009
-202
-3% -$8.08K 0.09% 161
2018
Q2 		$241K Sell
6,211
-60
-1% -$2.25K 0.1% 151
2018
Q1 		$224K Sell
6,271
-68
-1% -$2.48K 0.09% 151
2017
Q4 		$229K Buy
+6,339
New +$226K 0.08% 166

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

Cadence Bank NA's EES Position: Q2 2022 in Review

Cadence Bank NA sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q2 2022, closing a stake of 4,814 shares — an estimated $231K sold.

Cadence Bank NA first reported a position in EES in Q4 2017 and held it in 16 quarters. The position peaked at $272K in Q4 2019. 117 funds tracked by Wall St. Rank hold EES as of Q2 2022.

  • Cadence Bank NA reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q2 2022 after selling out during the quarter.
  • Cadence Bank NA sold 4,814 WisdomTree US SmallCap Earnings Fund shares in Q2 2022, an estimated $231K.
  • Cadence Bank NA first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2017 and held it in 16 quarters.
  • Cadence Bank NA's WisdomTree US SmallCap Earnings Fund position peaked at $272K in Q4 2019.
  • 117 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2022.

Based on Cadence Bank NA's 13F filing for Q2 2022, filed 20 Jul 2022.