Choice Wealth Advisors’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Choice Wealth 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
2022 Q2	–	Sell	-6,114	Closed	-$284K	–	38
2022 Q1	$284K	Buy	6,114 +117	+2%	+$5.69K	0.23%	22
2021 Q4	$308K	Sell	5,997 -145	-2%	-$7.39K	0.23%	23
2021 Q3	$297K	Sell	6,142 -521	-8%	-$25.2K	0.24%	22
2021 Q2	$329K	Sell	6,663 -256	-4%	-$12.6K	0.24%	21
2021 Q1	$328K	Sell	6,919 -21,593	-76%	-$962K	0.27%	19
2020 Q4	$1.11M	Buy	+28,512	New	+$999K	1%	12

Other funds holding EES

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Choice Wealth Advisors's EES Position: Q2 2022 in Review

Choice Wealth Advisors sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q2 2022, closing a stake of 6,114 shares — an estimated $284K sold.

Choice Wealth Advisors first reported a position in EES in Q4 2020 and held it in 6 quarters. The position peaked at $1.11M in Q4 2020. 117 funds tracked by Wall St. Rank hold EES as of Q2 2022.

Choice Wealth Advisors reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q2 2022 after selling out during the quarter.
Choice Wealth Advisors sold 6,114 WisdomTree US SmallCap Earnings Fund shares in Q2 2022, an estimated $284K.
Choice Wealth Advisors first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2020 and held it in 6 quarters.
Choice Wealth Advisors's WisdomTree US SmallCap Earnings Fund position peaked at $1.11M in Q4 2020.
117 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2022.

Based on Choice Wealth Advisors's 13F filing for Q2 2022, filed 9 Aug 2022.