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Disciplined Investments’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Disciplined Investments’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
2020
Q4 		– Sell
-81
Closed -$2K – 337
2020
Q3 		$2K Hold
81
– – ﹤0.01% 339
2020
Q2 		$2K Buy
+81
New +$2.11K ﹤0.01% 349

Other funds holding EES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Disciplined Investments's EES Position: Q4 2020 in Review

Disciplined Investments sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q4 2020, closing a stake of 81 shares — an estimated $2K sold.

Disciplined Investments first reported a position in EES in Q2 2020 and held it in 2 quarters. The position peaked at $2K in Q3 2020. 112 funds tracked by Wall St. Rank hold EES as of Q4 2020.

  • Disciplined Investments reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q4 2020 after selling out during the quarter.
  • Disciplined Investments sold 81 WisdomTree US SmallCap Earnings Fund shares in Q4 2020, an estimated $2K.
  • Disciplined Investments first reported a position in WisdomTree US SmallCap Earnings Fund in Q2 2020 and held it in 2 quarters.
  • Disciplined Investments's WisdomTree US SmallCap Earnings Fund position peaked at $2K in Q3 2020.
  • 112 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q4 2020.

Based on Disciplined Investments's 13F filing for Q4 2020, filed 12 Feb 2021.