CIBC World Market
EES icon

CIBC World Market’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

CIBC World Market’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
2018
Q4 		– Sell
-7,743
Closed -$308K – 1116
2018
Q3 		$308K Sell
7,743
-3,672
-32% -$147K ﹤0.01% 956
2018
Q2 		$442K Sell
11,415
-8
-0.1% -$301 ﹤0.01% 871
2018
Q1 		$408K Buy
+11,423
New +$416K ﹤0.01% 908
2014
Q2 		– Sell
-31,761
Closed -$864K – 707
2014
Q1 		$864K Buy
31,761
+5,433
+21% +$145K ﹤0.01% 416
2013
Q4 		$716K Buy
26,328
+6,144
+30% +$159K ﹤0.01% 430
2013
Q3 		$498K Hold
20,184
– – ﹤0.01% 439
2013
Q2 		$449K Buy
+20,184
New +$435K ﹤0.01% 413

Other funds holding EES

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CIBC World Market's EES Position: Q4 2018 in Review

CIBC World Market sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q4 2018, closing a stake of 7,743 shares — an estimated $308K sold.

CIBC World Market first reported a position in EES in Q2 2013 and held it in 7 quarters. The position peaked at $864K in Q1 2014. 109 funds tracked by Wall St. Rank hold EES as of Q4 2018.

  • CIBC World Market reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q4 2018 after selling out during the quarter.
  • CIBC World Market sold 7,743 WisdomTree US SmallCap Earnings Fund shares in Q4 2018, an estimated $308K.
  • CIBC World Market first reported a position in WisdomTree US SmallCap Earnings Fund in Q2 2013 and held it in 7 quarters.
  • CIBC World Market's WisdomTree US SmallCap Earnings Fund position peaked at $864K in Q1 2014.
  • 109 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q4 2018.

Based on CIBC World Market's 13F filing for Q4 2018, filed 13 Feb 2019.