DWM
EES icon

Dakota Wealth Management’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Dakota Wealth Management’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
2023
Q1 		– Sell
-6,066
Closed -$258K – 623
2022
Q4 		$258K Buy
+6,066
New +$262K 0.02% 478

Other funds holding EES

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

Dakota Wealth Management's EES Position: Q1 2023 in Review

Dakota Wealth Management sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q1 2023, closing a stake of 6,066 shares — an estimated $258K sold.

Dakota Wealth Management first reported a position in EES in Q4 2022 and held it in 1 quarter. The position peaked at $258K in Q4 2022. 118 funds tracked by Wall St. Rank hold EES as of Q1 2023.

  • Dakota Wealth Management reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q1 2023 after selling out during the quarter.
  • Dakota Wealth Management sold 6,066 WisdomTree US SmallCap Earnings Fund shares in Q1 2023, an estimated $258K.
  • Dakota Wealth Management first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2022 and held it in 1 quarter.
  • Dakota Wealth Management's WisdomTree US SmallCap Earnings Fund position peaked at $258K in Q4 2022.
  • 118 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q1 2023.

Based on Dakota Wealth Management's 13F filing for Q1 2023, filed 14 Apr 2023.