EVM
EES icon

Eaton Vance Management’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Eaton Vance 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
2022
Q1 		– Sell
-290
Closed -$15K – 2050
2021
Q4 		$15K Hold
290
– – ﹤0.01% 2458
2021
Q3 		$14K Hold
290
– – ﹤0.01% 1691
2021
Q2 		$14K Hold
290
– – ﹤0.01% 2493
2021
Q1 		$14K Buy
+290
New +$12.9K ﹤0.01% 2222

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
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Eaton Vance Management's EES Position: Q1 2022 in Review

Eaton Vance Management sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q1 2022, closing a stake of 290 shares — an estimated $15K sold.

Eaton Vance Management first reported a position in EES in Q1 2021 and held it in 4 quarters. The position peaked at $15K in Q4 2021. 122 funds tracked by Wall St. Rank hold EES as of Q1 2022.

  • Eaton Vance Management reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q1 2022 after selling out during the quarter.
  • Eaton Vance Management sold 290 WisdomTree US SmallCap Earnings Fund shares in Q1 2022, an estimated $15K.
  • Eaton Vance Management first reported a position in WisdomTree US SmallCap Earnings Fund in Q1 2021 and held it in 4 quarters.
  • Eaton Vance Management's WisdomTree US SmallCap Earnings Fund position peaked at $15K in Q4 2021.
  • 122 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q1 2022.

Based on Eaton Vance Management's 13F filing for Q1 2022, filed 16 May 2022.