Envestnet Portfolio Solutions
EES icon

Envestnet Portfolio Solutions’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Envestnet Portfolio Solutions’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
2024
Q3 		– Sell
-4,682
Closed -$221K – 1694
2024
Q2 		$221K Buy
4,682
+276
+6% +$13.2K ﹤0.01% 1542
2024
Q1 		$221K Buy
4,406
+364
+9% +$17.5K ﹤0.01% 1516
2023
Q4 		$201K Buy
+4,042
New +$179K ﹤0.01% 1497

Other funds holding EES

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Envestnet Portfolio Solutions's EES Position: Q3 2024 in Review

Envestnet Portfolio Solutions sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q3 2024, closing a stake of 4,682 shares — an estimated $221K sold.

Envestnet Portfolio Solutions first reported a position in EES in Q4 2023 and held it in 3 quarters. The position peaked at $221K in Q1 2024. 148 funds tracked by Wall St. Rank hold EES as of Q3 2024.

  • Envestnet Portfolio Solutions reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q3 2024 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 4,682 WisdomTree US SmallCap Earnings Fund shares in Q3 2024, an estimated $221K.
  • Envestnet Portfolio Solutions first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2023 and held it in 3 quarters.
  • Envestnet Portfolio Solutions's WisdomTree US SmallCap Earnings Fund position peaked at $221K in Q1 2024.
  • 148 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q3 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q3 2024, filed 31 Oct 2024.