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Enterprise Financial Services Corp (EFSC)’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
2016
Q2 		– Sell
-111
Closed -$3K – 1005
2016
Q1 		$3K Buy
+111
New +$2.62K ﹤0.01% 788

Other funds holding EES

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3AM
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s EES Position: Q2 2016 in Review

Enterprise Financial Services Corp (EFSC) sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q2 2016, closing a stake of 111 shares — an estimated $3K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in EES in Q1 2016 and held it in 1 quarter. The position peaked at $3K in Q1 2016. 63 funds tracked by Wall St. Rank hold EES as of Q2 2016.

  • Enterprise Financial Services Corp (EFSC) reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q2 2016 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 111 WisdomTree US SmallCap Earnings Fund shares in Q2 2016, an estimated $3K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in WisdomTree US SmallCap Earnings Fund in Q1 2016 and held it in 1 quarter.
  • Enterprise Financial Services Corp (EFSC)'s WisdomTree US SmallCap Earnings Fund position peaked at $3K in Q1 2016.
  • 63 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2016.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q2 2016, filed 29 Jul 2016.