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Epic Trust Investment Advisors’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Epic Trust Investment Advisors’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
-8,413
Closed -$432K – 84
2021
Q4 		$432K Buy
+8,413
New +$429K 0.63% 38

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

Epic Trust Investment Advisors's EES Position: Q1 2022 in Review

Epic Trust Investment Advisors sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q1 2022, closing a stake of 8,413 shares — an estimated $432K sold.

Epic Trust Investment Advisors first reported a position in EES in Q4 2021 and held it in 1 quarter. The position peaked at $432K in Q4 2021. 122 funds tracked by Wall St. Rank hold EES as of Q1 2022.

  • Epic Trust Investment Advisors reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q1 2022 after selling out during the quarter.
  • Epic Trust Investment Advisors sold 8,413 WisdomTree US SmallCap Earnings Fund shares in Q1 2022, an estimated $432K.
  • Epic Trust Investment Advisors first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2021 and held it in 1 quarter.
  • Epic Trust Investment Advisors's WisdomTree US SmallCap Earnings Fund position peaked at $432K in Q4 2021.
  • 122 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q1 2022.

Based on Epic Trust Investment Advisors's 13F filing for Q1 2022, filed 20 Apr 2022.