Cue Advisory Services’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Cue Advisory Services’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
2017 Q2	–	Sell	-8,800	Closed	-$283K	–	162
2017 Q1	$283K	Buy	8,800 +1,930	+28%	+$62.2K	0.21%	126
2016 Q4	$224K	Buy	+6,870	New	+$206K	0.18%	135
2016 Q3	–	Sell	-9,345	Closed	-$246K	–	149
2016 Q2	$246K	Sell	9,345 -1,140	-11%	-$29.7K	0.21%	124
2016 Q1	$269K	Sell	10,485 -270	-3%	-$6.38K	0.23%	120
2015 Q4	$272K	Sell	10,755 -6,024	-36%	-$157K	0.24%	117
2015 Q3	$411K	Sell	16,779 -3,243	-16%	-$85.6K	0.43%	81
2015 Q2	$585K	Buy	20,022 +1,953	+11%	+$55.5K	0.55%	78
2015 Q1	$508K	Sell	18,069 -87	-0.5%	-$2.37K	0.51%	82
2014 Q4	$501K	Buy	+18,156	New	+$482K	0.53%	82

Other funds holding EES

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

SWM

SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

CIC

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Cue Advisory Services's EES Position: Q2 2017 in Review

Cue Advisory Services sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q2 2017, closing a stake of 8,800 shares — an estimated $283K sold.

Cue Advisory Services first reported a position in EES in Q4 2014 and held it in 9 quarters. The position peaked at $585K in Q2 2015. 75 funds tracked by Wall St. Rank hold EES as of Q2 2017.

Cue Advisory Services reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q2 2017 after selling out during the quarter.
Cue Advisory Services sold 8,800 WisdomTree US SmallCap Earnings Fund shares in Q2 2017, an estimated $283K.
Cue Advisory Services first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2014 and held it in 9 quarters.
Cue Advisory Services's WisdomTree US SmallCap Earnings Fund position peaked at $585K in Q2 2015.
75 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2017.

Based on Cue Advisory Services's 13F filing for Q2 2017, filed 24 Jul 2017.