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

Commerce Bank’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
Q4 		– Sell
-10,286
Closed -$403K – 1140
2022
Q3 		$403K Buy
+10,286
New +$448K ﹤0.01% 848

Other funds holding EES

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commerce Bank's EES Position: Q4 2022 in Review

Commerce Bank sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q4 2022, closing a stake of 10,286 shares — an estimated $403K sold.

Commerce Bank first reported a position in EES in Q3 2022 and held it in 1 quarter. The position peaked at $403K in Q3 2022. 126 funds tracked by Wall St. Rank hold EES as of Q4 2022.

  • Commerce Bank reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q4 2022 after selling out during the quarter.
  • Commerce Bank sold 10,286 WisdomTree US SmallCap Earnings Fund shares in Q4 2022, an estimated $403K.
  • Commerce Bank first reported a position in WisdomTree US SmallCap Earnings Fund in Q3 2022 and held it in 1 quarter.
  • Commerce Bank's WisdomTree US SmallCap Earnings Fund position peaked at $403K in Q3 2022.
  • 126 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q4 2022.

Based on Commerce Bank's 13F filing for Q4 2022, filed 10 Feb 2023.