Daido Life Insurance Company’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Daido Life Insurance Company’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
2019 Q4	–	Sell	-414,720	Closed	-$14.8M	–	13
2019 Q3	$14.8M	Buy	414,720 +53,368	+15%	+$1.86M	1.14%	13
2019 Q2	$13M	Hold	361,352	–	–	0.95%	15
2019 Q1	$13M	Hold	361,352	–	–	1.05%	15
2018 Q4	$11.6M	Hold	361,352	–	–	1.09%	13
2018 Q3	$14.4M	Hold	361,352	–	–	1.2%	12
2018 Q2	$14M	Buy	361,352 +232,533	+181%	+$8.74M	1.07%	10
2018 Q1	$4.6M	Buy	+128,819	New	+$4.69M	0.45%	11

Other funds holding EES

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

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

SWM

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

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

3AM

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

HFA

Huber Financial Advisors Lincolnshire, Illinois $267M AUM 9.28% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Daido Life Insurance Company's EES Position: Q4 2019 in Review

Daido Life Insurance Company sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q4 2019, closing a stake of 414,720 shares — an estimated $14.8M sold.

Daido Life Insurance Company first reported a position in EES in Q1 2018 and held it in 7 quarters. The position peaked at $14.8M in Q3 2019. 139 funds tracked by Wall St. Rank hold EES as of Q4 2019.

Daido Life Insurance Company reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q4 2019 after selling out during the quarter.
Daido Life Insurance Company sold 414,720 WisdomTree US SmallCap Earnings Fund shares in Q4 2019, an estimated $14.8M.
Daido Life Insurance Company first reported a position in WisdomTree US SmallCap Earnings Fund in Q1 2018 and held it in 7 quarters.
Daido Life Insurance Company's WisdomTree US SmallCap Earnings Fund position peaked at $14.8M in Q3 2019.
139 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q4 2019.

Based on Daido Life Insurance Company's 13F filing for Q4 2019, filed 13 Feb 2020.